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
1851
$2.63M ﹤0.01%
50,397
+46,473
1852
$2.63M ﹤0.01%
46,828
+6,003
1853
$2.63M ﹤0.01%
+52,957
1854
$2.62M ﹤0.01%
25,846
+597
1855
$2.62M ﹤0.01%
211,928
+55,343
1856
$2.61M ﹤0.01%
160,447
+13,377
1857
$2.61M ﹤0.01%
36,090
+14,905
1858
$2.61M ﹤0.01%
100,337
+7,553
1859
$2.6M ﹤0.01%
+104,938
1860
$2.6M ﹤0.01%
94,608
+46,561
1861
$2.6M ﹤0.01%
111,121
+15,630
1862
$2.58M ﹤0.01%
69,099
+17,100
1863
$2.58M ﹤0.01%
105,824
+30,210
1864
$2.57M ﹤0.01%
105,954
+7,935
1865
$2.56M ﹤0.01%
61,746
+14,325
1866
$2.56M ﹤0.01%
44,580
+18,531
1867
$2.56M ﹤0.01%
55,168
+33,859
1868
$2.55M ﹤0.01%
251,977
-20,696
1869
$2.55M ﹤0.01%
77,228
+6,616
1870
$2.54M ﹤0.01%
89,400
-32,424
1871
$2.54M ﹤0.01%
212,919
+100,013
1872
$2.54M ﹤0.01%
67,584
+55,230
1873
$2.54M ﹤0.01%
61,547
+22,231
1874
$2.53M ﹤0.01%
268,704
+68,706
1875
$2.53M ﹤0.01%
354,713
+178,127
73 74
75
76 77