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
1776
$2.92M ﹤0.01%
90,644
-81,009
1777
$2.92M ﹤0.01%
226,329
-38,408
1778
$2.92M ﹤0.01%
103,372
+73,112
1779
$2.91M ﹤0.01%
135,395
-1,436,667
1780
$2.91M ﹤0.01%
38,643
+10,557
1781
$2.91M ﹤0.01%
45,754
+5,186
1782
$2.91M ﹤0.01%
107,248
+82,980
1783
$2.9M ﹤0.01%
48,189
+40,614
1784
$2.9M ﹤0.01%
148,373
+14,079
1785
$2.9M ﹤0.01%
43,783
+36,409
1786
$2.89M ﹤0.01%
552,066
+158,612
1787
$2.89M ﹤0.01%
256,251
-7,216
1788
$2.88M ﹤0.01%
63,646
-8,523
1789
$2.87M ﹤0.01%
34,685
-29,109
1790
$2.87M ﹤0.01%
134,264
+18,347
1791
$2.87M ﹤0.01%
192,689
+189,751
1792
$2.86M ﹤0.01%
100,974
-652
1793
$2.85M ﹤0.01%
74,330
+53,697
1794
$2.83M ﹤0.01%
83,612
+21,188
1795
$2.83M ﹤0.01%
129,024
-27,470
1796
$2.83M ﹤0.01%
317,686
-128,008
1797
$2.83M ﹤0.01%
54,626
-980
1798
$2.83M ﹤0.01%
29,965
+3,252
1799
$2.82M ﹤0.01%
45,967
+3,371
1800
$2.82M ﹤0.01%
74,652
+69,008
70 71
72
73 74