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
2276
$1.49M ﹤0.01%
171,163
+43,772
2277
$1.49M ﹤0.01%
38,736
-13,656
2278
$1.49M ﹤0.01%
91,971
+74,826
2279
$1.49M ﹤0.01%
121,197
+77,828
2280
$1.49M ﹤0.01%
74,253
+7,554
2281
$1.48M ﹤0.01%
7,619
-3,811
2282
$1.48M ﹤0.01%
61,625
+4,509
2283
$1.48M ﹤0.01%
48,693
+6,600
2284
$1.48M ﹤0.01%
15,206
-605
2285
$1.47M ﹤0.01%
13,624
-3,812
2286
$1.47M ﹤0.01%
57,388
+2,236
2287
$1.47M ﹤0.01%
165,645
+149,180
2288
$1.47M ﹤0.01%
107,319
+18,859
2289
$1.46M ﹤0.01%
33,877
+2,010
2290
$1.46M ﹤0.01%
20,596
-129
2291
$1.46M ﹤0.01%
59,468
-16,051
2292
$1.46M ﹤0.01%
11,443
-101,528
2293
$1.45M ﹤0.01%
25,077
-3,035
2294
$1.45M ﹤0.01%
30,388
+3,118
2295
$1.45M ﹤0.01%
152,810
+24,850
2296
$1.45M ﹤0.01%
171,541
+1,763
2297
$1.44M ﹤0.01%
108,932
+16,621
2298
$1.44M ﹤0.01%
81,985
-14,813
2299
$1.44M ﹤0.01%
42,580
+15,963
2300
$1.44M ﹤0.01%
28,278
+7,376
90 91
92
93 94