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
1876
$2.53M ﹤0.01%
82,382
-62,690
1877
$2.52M ﹤0.01%
551,073
+467,147
1878
$2.52M ﹤0.01%
23,712
+2,391
1879
$2.52M ﹤0.01%
194,673
+81,086
1880
$2.52M ﹤0.01%
27,043
+23,730
1881
$2.51M ﹤0.01%
54,528
+12,546
1882
$2.51M ﹤0.01%
75,337
-12,424
1883
$2.49M ﹤0.01%
54,004
+6,391
1884
$2.49M ﹤0.01%
502,339
+115,020
1885
$2.49M ﹤0.01%
44,866
+15,005
1886
$2.48M ﹤0.01%
26,741
-3,992
1887
$2.48M ﹤0.01%
563,622
+42,880
1888
$2.48M ﹤0.01%
295,695
+15,584
1889
$2.48M ﹤0.01%
80,289
+70,074
1890
$2.48M ﹤0.01%
57,077
-21,289
1891
$2.48M ﹤0.01%
121,477
-43,846
1892
$2.46M ﹤0.01%
38,330
+23,420
1893
$2.46M ﹤0.01%
36,824
+4,954
1894
$2.46M ﹤0.01%
85,498
-33,962
1895
$2.46M ﹤0.01%
13,112
-3,271
1896
$2.46M ﹤0.01%
5,375
+4,839
1897
$2.45M ﹤0.01%
31,699
+14,016
1898
$2.45M ﹤0.01%
55,584
+14,359
1899
$2.45M ﹤0.01%
186,596
+18,285
1900
$2.45M ﹤0.01%
47,001
+7,030
74 75
76
77 78