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
4301
$67K ﹤0.01%
2,533
-836
4302
$67K ﹤0.01%
1,215
-696
4303
$67K ﹤0.01%
3,179
-41,577
4304
$67K ﹤0.01%
160
+132
4305
$67K ﹤0.01%
5,667
-8,065
4306
$67K ﹤0.01%
8,204
+1,518
4307
$67K ﹤0.01%
5,386
+742
4308
$67K ﹤0.01%
1,685
+1,581
4309
$67K ﹤0.01%
2,210
+1,248
4310
$67K ﹤0.01%
2,187
+938
4311
$67K ﹤0.01%
4,231
-12,433
4312
$66K ﹤0.01%
533
+121
4313
$66K ﹤0.01%
16,326
-15,808
4314
$66K ﹤0.01%
1,439
+466
4315
$66K ﹤0.01%
1,764
-156
4316
$66K ﹤0.01%
7,810
+5,339
4317
$66K ﹤0.01%
935
-377
4318
$66K ﹤0.01%
1,486
+951
4319
$66K ﹤0.01%
3,119
+2,724
4320
$66K ﹤0.01%
8,154
+3,331
4321
$66K ﹤0.01%
1,955
-4,923
4322
$66K ﹤0.01%
1,599
-123
4323
$65K ﹤0.01%
978
-469
4324
$65K ﹤0.01%
3,821
+2,437
4325
$65K ﹤0.01%
1,347
+1,071
171 172
173
174 175