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
1826
$2.72M ﹤0.01%
32,282
-3,088
1827
$2.72M ﹤0.01%
18,960
-701
1828
$2.72M ﹤0.01%
105,137
-21,123
1829
$2.72M ﹤0.01%
21,056
+566
1830
$2.71M ﹤0.01%
122,039
+92,239
1831
$2.7M ﹤0.01%
176,595
-12,637
1832
$2.68M ﹤0.01%
41,015
-45,616
1833
$2.68M ﹤0.01%
79,556
+59,067
1834
$2.68M ﹤0.01%
184,452
+24,559
1835
$2.67M ﹤0.01%
47,731
-170,493
1836
$2.67M ﹤0.01%
64,968
+2,832
1837
$2.67M ﹤0.01%
93,520
+31,033
1838
$2.67M ﹤0.01%
225,866
+167,620
1839
$2.67M ﹤0.01%
44,249
+5,747
1840
$2.67M ﹤0.01%
42,854
+36,539
1841
$2.66M ﹤0.01%
256,005
+88,710
1842
$2.65M ﹤0.01%
59,367
-1,979
1843
$2.64M ﹤0.01%
111,228
-4,542
1844
$2.64M ﹤0.01%
105,167
+86,283
1845
$2.64M ﹤0.01%
127,341
+11,651
1846
$2.64M ﹤0.01%
97,009
+44,791
1847
$2.64M ﹤0.01%
71,442
-33,476
1848
$2.64M ﹤0.01%
219,883
+82,187
1849
$2.64M ﹤0.01%
47,818
-10,782
1850
$2.63M ﹤0.01%
104,538
+22,263
72 73
74
75 76