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
4151
$82K ﹤0.01%
3,429
+1,473
4152
$82K ﹤0.01%
5,568
-138,477
4153
$81K ﹤0.01%
3,155
-1,519
4154
$81K ﹤0.01%
1,787
+980
4155
$81K ﹤0.01%
+5,208
4156
$81K ﹤0.01%
2,134
+923
4157
$81K ﹤0.01%
5,413
+2,651
4158
$81K ﹤0.01%
18,997
+13,335
4159
$81K ﹤0.01%
2,912
+2,899
4160
$81K ﹤0.01%
9,614
+9,112
4161
$81K ﹤0.01%
559
-118
4162
$80K ﹤0.01%
397
+114
4163
$80K ﹤0.01%
2,285
+522
4164
– –
0
4165
$80K ﹤0.01%
2,233
+678
4166
$80K ﹤0.01%
3,252
4167
$80K ﹤0.01%
13,339
-24,279
4168
$80K ﹤0.01%
6,475
+2,103
4169
$80K ﹤0.01%
2,279
-4,672
4170
$79K ﹤0.01%
8,184
+4,812
4171
$79K ﹤0.01%
5,866
-926
4172
$79K ﹤0.01%
4,026
-7,169
4173
$79K ﹤0.01%
+2,153
4174
$79K ﹤0.01%
10,922
+9,300
4175
$79K ﹤0.01%
+4,481
165 166
167
168 169