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
3801
$145K ﹤0.01%
12,244
-2,167
3802
$145K ﹤0.01%
8,800
+900
3803
$145K ﹤0.01%
2,919
+996
3804
$144K ﹤0.01%
8,656
+7,375
3805
$144K ﹤0.01%
9,412
+2,863
3806
$144K ﹤0.01%
11,693
-753
3807
$144K ﹤0.01%
1,784
+1,500
3808
$144K ﹤0.01%
46,000
-9,415
3809
$144K ﹤0.01%
19,194
-11,687
3810
$144K ﹤0.01%
505
+465
3811
$144K ﹤0.01%
1,843
-4
3812
$143K ﹤0.01%
2,909
-167
3813
$143K ﹤0.01%
2,556
-194
3814
$143K ﹤0.01%
22,320
-70,336
3815
$143K ﹤0.01%
7,166
+1,134
3816
$142K ﹤0.01%
9,397
-21,725
3817
$142K ﹤0.01%
5,952
-9,855
3818
$142K ﹤0.01%
9,794
-278
3819
$142K ﹤0.01%
8,508
-655
3820
$142K ﹤0.01%
1,076
+325
3821
$142K ﹤0.01%
+1,251
3822
$142K ﹤0.01%
16,557
+6,058
3823
$142K ﹤0.01%
12,919
+2,182
3824
$142K ﹤0.01%
4,895
-40
3825
$142K ﹤0.01%
4,175
-3,937
151 152
153
154 155