U

UBS Portfolio holdings

AUM $109B
1-Year Est. Return 13.13%
This Quarter Est. Return
1 Year Est. Return
+13.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.2B
AUM Growth
+$11.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,996
New
Increased
Reduced
Closed

Top Buys

1
+$1.63B
2
+$600M
3
+$445M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$216M
5
IYR icon
iShares US Real Estate ETF
IYR
+$206M

Top Sells

1
+$596M
2
+$468M
3
+$238M
4
AGU
Agrium
AGU
+$200M
5
AZN icon
AstraZeneca
AZN
+$157M

Sector Composition

1 Energy 10.73%
2 Financials 9.7%
3 Healthcare 8.19%
4 Technology 8.16%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$3.36M ﹤0.01%
126,411
+59,258
1652
$3.35M ﹤0.01%
145,904
+103,340
1653
$3.35M ﹤0.01%
49,945
+5,620
1654
$3.34M ﹤0.01%
64,159
+5,331
1655
$3.34M ﹤0.01%
352,376
-15,679
1656
$3.33M ﹤0.01%
243,841
+27,250
1657
$3.33M ﹤0.01%
112,229
+94,751
1658
$3.32M ﹤0.01%
162,493
+24,973
1659
$3.32M ﹤0.01%
13,467
-34,777
1660
$3.32M ﹤0.01%
243,577
+41,372
1661
$3.32M ﹤0.01%
168,593
-31,928
1662
$3.32M ﹤0.01%
959,440
-139,430
1663
$3.31M ﹤0.01%
103,323
+37,942
1664
$3.3M ﹤0.01%
99,969
-17,114
1665
$3.29M ﹤0.01%
26,611
+4,369
1666
$3.29M ﹤0.01%
335,197
+159,006
1667
$3.28M ﹤0.01%
438,762
+4,084
1668
$3.28M ﹤0.01%
41,286
+13,044
1669
$3.27M ﹤0.01%
77,978
+17,464
1670
$3.27M ﹤0.01%
83,017
-114
1671
$3.27M ﹤0.01%
291,139
+1,735
1672
$3.27M ﹤0.01%
405,397
+26,927
1673
$3.26M ﹤0.01%
74,862
+30,959
1674
$3.26M ﹤0.01%
358,223
+67,571
1675
$3.25M ﹤0.01%
51,061
+2,971
65 66
67
68 69