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
3776
$151K ﹤0.01%
6,515
-5,261
3777
$150K ﹤0.01%
4,075
-7,492
3778
$150K ﹤0.01%
17,663
+6,663
3779
$149K ﹤0.01%
3,589
-881
3780
$149K ﹤0.01%
6,206
+5,276
3781
$149K ﹤0.01%
3,848
-8,748
3782
$149K ﹤0.01%
3,282
-88
3783
$148K ﹤0.01%
515
+117
3784
$148K ﹤0.01%
12,618
-20,992
3785
$148K ﹤0.01%
77
-12
3786
$148K ﹤0.01%
3,350
+1,088
3787
$148K ﹤0.01%
2,992
+572
3788
$148K ﹤0.01%
5,081
+3,681
3789
$148K ﹤0.01%
7,957
-39,258
3790
$147K ﹤0.01%
9,040
+774
3791
$147K ﹤0.01%
8,670
+7,972
3792
$147K ﹤0.01%
1,980
+14
3793
$146K ﹤0.01%
8,556
-22,948
3794
$146K ﹤0.01%
19,410
+3,500
3795
$146K ﹤0.01%
11,603
+4,984
3796
$146K ﹤0.01%
10,500
-300
3797
$146K ﹤0.01%
16,757
-18,575
3798
$145K ﹤0.01%
3,803
+2,643
3799
$145K ﹤0.01%
9,326
-9,887
3800
$145K ﹤0.01%
5,336
+3,080
150 151
152
153 154