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
2126
$1.8M ﹤0.01%
34,182
-4,335
2127
$1.8M ﹤0.01%
33,238
+4,846
2128
$1.8M ﹤0.01%
123,192
+5,094
2129
$1.79M ﹤0.01%
200,162
+76,513
2130
$1.79M ﹤0.01%
207,193
+39,160
2131
$1.79M ﹤0.01%
2,748
+781
2132
$1.79M ﹤0.01%
89,690
+7,475
2133
$1.78M ﹤0.01%
41,580
+9,474
2134
$1.78M ﹤0.01%
73,711
+54,384
2135
$1.77M ﹤0.01%
33,539
+16,100
2136
$1.77M ﹤0.01%
59,715
+48,634
2137
$1.77M ﹤0.01%
110,098
+24,536
2138
$1.77M ﹤0.01%
30,403
-5,337
2139
$1.77M ﹤0.01%
30,771
+15,959
2140
$1.76M ﹤0.01%
30,964
-3,005
2141
$1.76M ﹤0.01%
16,182
+7,935
2142
$1.76M ﹤0.01%
53,055
-75,956
2143
$1.76M ﹤0.01%
96,159
+5,332
2144
$1.76M ﹤0.01%
37,976
+5,640
2145
$1.76M ﹤0.01%
82,183
-6,219
2146
$1.76M ﹤0.01%
45,628
+43,656
2147
$1.75M ﹤0.01%
29,227
+23,950
2148
$1.75M ﹤0.01%
21,573
-95,747
2149
$1.75M ﹤0.01%
55,873
+41,878
2150
$1.75M ﹤0.01%
62,748
+50,437
84 85
86
87 88