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
1926
$2.37M ﹤0.01%
53,048
+45,506
1927
$2.37M ﹤0.01%
40,396
+7,807
1928
$2.37M ﹤0.01%
44,955
-51,992
1929
$2.36M ﹤0.01%
150,557
+7,089
1930
$2.36M ﹤0.01%
44,682
+2,730
1931
$2.36M ﹤0.01%
44,204
+7,564
1932
$2.35M ﹤0.01%
97,472
-15,395
1933
$2.35M ﹤0.01%
198,553
-54,123
1934
$2.35M ﹤0.01%
447,635
-103,834
1935
$2.35M ﹤0.01%
233,066
-150,185
1936
$2.35M ﹤0.01%
137,709
-34,641
1937
$2.35M ﹤0.01%
185,535
+9,774
1938
$2.34M ﹤0.01%
74,277
-1,814
1939
$2.34M ﹤0.01%
73,202
+22,824
1940
$2.34M ﹤0.01%
51,932
+2,822
1941
$2.34M ﹤0.01%
59,225
-5,330
1942
$2.33M ﹤0.01%
45,448
+8,123
1943
$2.33M ﹤0.01%
33,969
-10,118
1944
$2.33M ﹤0.01%
48,245
+4,685
1945
$2.33M ﹤0.01%
416,150
-17,485
1946
$2.33M ﹤0.01%
76,206
-44,110
1947
$2.33M ﹤0.01%
+312,733
1948
$2.32M ﹤0.01%
183,735
+84,771
1949
$2.32M ﹤0.01%
132,476
-8,243
1950
$2.32M ﹤0.01%
79,600
+79,192
76 77
78
79 80