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
2151
$1.75M ﹤0.01%
154,249
-23,483
2152
$1.75M ﹤0.01%
364,369
-784,588
2153
$1.75M ﹤0.01%
136,089
+121,035
2154
$1.75M ﹤0.01%
86,204
+20,142
2155
$1.74M ﹤0.01%
59,545
+8,832
2156
$1.74M ﹤0.01%
94,750
+93,064
2157
$1.74M ﹤0.01%
296,865
-14,238
2158
$1.74M ﹤0.01%
95,723
+18,333
2159
$1.73M ﹤0.01%
146,928
-78,428
2160
$1.73M ﹤0.01%
52,334
+28,172
2161
$1.72M ﹤0.01%
156,079
+5,963
2162
$1.72M ﹤0.01%
39,425
+123
2163
$1.72M ﹤0.01%
212,999
+62,651
2164
$1.72M ﹤0.01%
79,835
+76,012
2165
$1.72M ﹤0.01%
62,480
-3,850
2166
$1.72M ﹤0.01%
42,935
-118,714
2167
$1.72M ﹤0.01%
451,349
-138,123
2168
$1.71M ﹤0.01%
108,864
+48,576
2169
$1.71M ﹤0.01%
34,822
+2,196
2170
$1.71M ﹤0.01%
37,949
-9,602
2171
$1.71M ﹤0.01%
41,830
-2,480
2172
$1.7M ﹤0.01%
164,198
+22,829
2173
$1.7M ﹤0.01%
14,433
+24
2174
$1.7M ﹤0.01%
138,927
+14,369
2175
$1.69M ﹤0.01%
57,648
+1,108
85 86
87
88 89