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
1951
$2.31M ﹤0.01%
198,693
+61,684
1952
$2.31M ﹤0.01%
13,942
-4,703
1953
$2.31M ﹤0.01%
+19,315
1954
$2.3M ﹤0.01%
284,200
-50,642
1955
$2.3M ﹤0.01%
+191,695
1956
$2.3M ﹤0.01%
87,060
-108,732
1957
$2.3M ﹤0.01%
97,024
+19,460
1958
$2.29M ﹤0.01%
315,135
+77,791
1959
$2.29M ﹤0.01%
128,478
+21,607
1960
$2.28M ﹤0.01%
61,408
-43,008
1961
$2.28M ﹤0.01%
76,122
+62,242
1962
$2.27M ﹤0.01%
118,487
-116,451
1963
$2.27M ﹤0.01%
99,367
-7,029
1964
$2.27M ﹤0.01%
53,875
+2,530
1965
$2.27M ﹤0.01%
160,908
+49,493
1966
$2.27M ﹤0.01%
53,871
-141,286
1967
$2.27M ﹤0.01%
114,491
+55,194
1968
$2.27M ﹤0.01%
67,312
+55,128
1969
$2.26M ﹤0.01%
46,907
+40,013
1970
$2.26M ﹤0.01%
670,806
+17,363
1971
$2.26M ﹤0.01%
71,599
-3,345
1972
$2.26M ﹤0.01%
21,803
+6,695
1973
$2.25M ﹤0.01%
27,066
-48,536
1974
$2.25M ﹤0.01%
248,943
-244,462
1975
$2.25M ﹤0.01%
42,748
+15,387
77 78
79
80 81