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
4276
$69K ﹤0.01%
2,126
-280
4277
$69K ﹤0.01%
1,348
+898
4278
$69K ﹤0.01%
2,712
-6,261
4279
$69K ﹤0.01%
27,305
-18,925
4280
$69K ﹤0.01%
+22,048
4281
$69K ﹤0.01%
2,659
-6,989
4282
$69K ﹤0.01%
2,642
+2,064
4283
$69K ﹤0.01%
38,986
+29,297
4284
$69K ﹤0.01%
2,041
+1,500
4285
$68K ﹤0.01%
2,010
-1,103
4286
$68K ﹤0.01%
224
+6
4287
$68K ﹤0.01%
4,325
+4,074
4288
$68K ﹤0.01%
5,146
-9,776
4289
$68K ﹤0.01%
3,206
+1,893
4290
$68K ﹤0.01%
1,784
+129
4291
$68K ﹤0.01%
1,321
+133
4292
$68K ﹤0.01%
690
-60
4293
$68K ﹤0.01%
1,938
-670
4294
$68K ﹤0.01%
3,141
+986
4295
$68K ﹤0.01%
4,766
-8,948
4296
$68K ﹤0.01%
5,385
+1,295
4297
$67K ﹤0.01%
1,508
-3,550
4298
$67K ﹤0.01%
4,947
+1,842
4299
$67K ﹤0.01%
2,899
+687
4300
$67K ﹤0.01%
4,989
-1,836
170 171
172
173 174