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
4126
$85K ﹤0.01%
5,000
+600
4127
$84K ﹤0.01%
1,729
-1,230
4128
$84K ﹤0.01%
3,583
-4,132
4129
$84K ﹤0.01%
21
-32
4130
$84K ﹤0.01%
3,627
+1,071
4131
$84K ﹤0.01%
4,340
-6,808
4132
$84K ﹤0.01%
178,270
-2,533
4133
$84K ﹤0.01%
3,496
+232
4134
$84K ﹤0.01%
6,187
-5,392
4135
$83K ﹤0.01%
7,876
-7,170
4136
$83K ﹤0.01%
1,854
+42
4137
$83K ﹤0.01%
8,699
-4,177
4138
$83K ﹤0.01%
6,967
+1,107
4139
$83K ﹤0.01%
+150
4140
$83K ﹤0.01%
14,979
+4,679
4141
$83K ﹤0.01%
3,184
+1,822
4142
$83K ﹤0.01%
970
-275
4143
$83K ﹤0.01%
3,433
+435
4144
$83K ﹤0.01%
3,671
+1,975
4145
$83K ﹤0.01%
2,851
-43,610
4146
$83K ﹤0.01%
1,912
-2,777
4147
$83K ﹤0.01%
4,555
-138
4148
$82K ﹤0.01%
2
-6
4149
$82K ﹤0.01%
3,116
-1,816
4150
$82K ﹤0.01%
5,000
+1,000
164 165
166
167 168