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
1676
$3.25M ﹤0.01%
110,293
+5,366
1677
$3.25M ﹤0.01%
69,844
-8,338
1678
$3.24M ﹤0.01%
83,903
-17,356
1679
$3.24M ﹤0.01%
8,155
-794
1680
$3.24M ﹤0.01%
184,085
+5,887
1681
$3.23M ﹤0.01%
95,022
+47,753
1682
$3.23M ﹤0.01%
96,110
+56,048
1683
$3.23M ﹤0.01%
137,534
+101,916
1684
$3.22M ﹤0.01%
152,904
+16,166
1685
$3.22M ﹤0.01%
54,608
+2,794
1686
$3.21M ﹤0.01%
181,152
+85,697
1687
$3.21M ﹤0.01%
120,593
+58,140
1688
$3.2M ﹤0.01%
147,899
-36,703
1689
$3.2M ﹤0.01%
65,981
-34,960
1690
$3.19M ﹤0.01%
8,889
+3,035
1691
$3.19M ﹤0.01%
61,100
-3,127
1692
$3.19M ﹤0.01%
79,311
+2,238
1693
$3.19M ﹤0.01%
113,122
+26,663
1694
$3.18M ﹤0.01%
7,942
+6,153
1695
$3.18M ﹤0.01%
67,474
+56,434
1696
$3.18M ﹤0.01%
44,972
+11,042
1697
$3.18M ﹤0.01%
77,053
-42,798
1698
$3.18M ﹤0.01%
108,472
+58,816
1699
$3.18M ﹤0.01%
38,293
+13,485
1700
$3.17M ﹤0.01%
411,020
-3,480
66 67
68
69 70