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
1751
$2.99M ﹤0.01%
25,778
+10,037
1752
$2.98M ﹤0.01%
18,103
+216
1753
$2.98M ﹤0.01%
132,589
+2,888
1754
$2.98M ﹤0.01%
124,378
+10,962
1755
$2.96M ﹤0.01%
244,345
+21,003
1756
$2.96M ﹤0.01%
176,221
+39,648
1757
$2.96M ﹤0.01%
83,320
+80,553
1758
$2.95M ﹤0.01%
189,779
+14,417
1759
$2.95M ﹤0.01%
61,471
+12,446
1760
$2.95M ﹤0.01%
97,387
+81,993
1761
$2.95M ﹤0.01%
353,649
-89,884
1762
$2.95M ﹤0.01%
139,055
+8,256
1763
$2.95M ﹤0.01%
153,970
+12,619
1764
$2.95M ﹤0.01%
55,406
+10,376
1765
$2.95M ﹤0.01%
161,657
+4,726
1766
$2.94M ﹤0.01%
273,485
-536,482
1767
$2.94M ﹤0.01%
71,076
+69,089
1768
$2.93M ﹤0.01%
109,960
-10,790
1769
$2.93M ﹤0.01%
56,248
+21,659
1770
$2.93M ﹤0.01%
173,816
-9,803
1771
$2.93M ﹤0.01%
124,324
+92,432
1772
$2.93M ﹤0.01%
250,317
-430,067
1773
$2.92M ﹤0.01%
151,344
+19,936
1774
$2.92M ﹤0.01%
22,886
-4,476
1775
$2.92M ﹤0.01%
116,925
-96,759
69 70
71
72 73