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
1976
$2.24M ﹤0.01%
265,903
+102,322
1977
$2.24M ﹤0.01%
29,479
-25,558
1978
$2.23M ﹤0.01%
93,835
+7,656
1979
$2.21M ﹤0.01%
85,516
+30,421
1980
$2.2M ﹤0.01%
45,788
+20,552
1981
$2.2M ﹤0.01%
125,596
-8,262
1982
$2.2M ﹤0.01%
180,961
+27,952
1983
$2.2M ﹤0.01%
74,021
-6,125
1984
$2.2M ﹤0.01%
192,873
+182,554
1985
$2.2M ﹤0.01%
155,493
+31,157
1986
$2.19M ﹤0.01%
84,498
-44,071
1987
$2.19M ﹤0.01%
60,222
+38,575
1988
$2.19M ﹤0.01%
222,256
+87,219
1989
$2.18M ﹤0.01%
46,175
+46,023
1990
$2.17M ﹤0.01%
40,862
+2
1991
$2.17M ﹤0.01%
33,950
+18,289
1992
$2.17M ﹤0.01%
13,374
+9,601
1993
$2.17M ﹤0.01%
221,160
+52,650
1994
$2.13M ﹤0.01%
66,226
+30,448
1995
$2.13M ﹤0.01%
162,284
+121,108
1996
$2.13M ﹤0.01%
37,215
+24,331
1997
$2.13M ﹤0.01%
81,411
+73,075
1998
$2.13M ﹤0.01%
150,730
+12,102
1999
$2.12M ﹤0.01%
119,896
+35,144
2000
$2.12M ﹤0.01%
81,403
+8,726
78 79
80
81 82