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
3826
$141K ﹤0.01%
+6,640
3827
$141K ﹤0.01%
12,293
+12,093
3828
$141K ﹤0.01%
1,594
-941
3829
$140K ﹤0.01%
3,242
-680
3830
$140K ﹤0.01%
8,745
+8,165
3831
$140K ﹤0.01%
10,157
+77
3832
$139K ﹤0.01%
7,354
-24
3833
$138K ﹤0.01%
3,280
-695
3834
$138K ﹤0.01%
11,410
-996
3835
$138K ﹤0.01%
7,405
+338
3836
$138K ﹤0.01%
18,825
+15,124
3837
$138K ﹤0.01%
17,911
-24,205
3838
$138K ﹤0.01%
3,416
+1,695
3839
$138K ﹤0.01%
11,416
-1,306
3840
$137K ﹤0.01%
988
+54
3841
$137K ﹤0.01%
8,646
+47
3842
$137K ﹤0.01%
4,574
+2,438
3843
$137K ﹤0.01%
5,121
-3,061
3844
$137K ﹤0.01%
8,824
-116
3845
$137K ﹤0.01%
3,807
+860
3846
$136K ﹤0.01%
3,464
-1,202
3847
$136K ﹤0.01%
+5,358
3848
$136K ﹤0.01%
2,354
+378
3849
$136K ﹤0.01%
12,961
+599
3850
$136K ﹤0.01%
18,970
+1,470
152 153
154
155 156