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
4326
$65K ﹤0.01%
8,429
-1,821
4327
$65K ﹤0.01%
+1,130
4328
$64K ﹤0.01%
1,484
-3,269
4329
$64K ﹤0.01%
65
-71
4330
$64K ﹤0.01%
17,334
-2,066
4331
$64K ﹤0.01%
2,644
+2,572
4332
– –
0
4333
$64K ﹤0.01%
18,784
-23,968
4334
$64K ﹤0.01%
2,436
-3,132
4335
$64K ﹤0.01%
3,558
-3,185
4336
$64K ﹤0.01%
+5,143
4337
$64K ﹤0.01%
7,917
+6,248
4338
$64K ﹤0.01%
4,993
+2,442
4339
$64K ﹤0.01%
3,485
+2,485
4340
$64K ﹤0.01%
7,071
-75
4341
$64K ﹤0.01%
+5,427
4342
$63K ﹤0.01%
63
-154
4343
$63K ﹤0.01%
5,418
-4,336
4344
$63K ﹤0.01%
2,623
-5,902
4345
$63K ﹤0.01%
6,510
+5,981
4346
$63K ﹤0.01%
4,267
+1,091
4347
$63K ﹤0.01%
935
-406
4348
$63K ﹤0.01%
3,170
+1,839
4349
$63K ﹤0.01%
4,797
+3,336
4350
$63K ﹤0.01%
25,986
+19,987
172 173
174
175 176