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
4401
$58K ﹤0.01%
1,042
-392
4402
$58K ﹤0.01%
450
4403
$58K ﹤0.01%
4,531
-261
4404
$58K ﹤0.01%
5,596
4405
$58K ﹤0.01%
2,320
-1,271
4406
$58K ﹤0.01%
3,775
-1,659
4407
$57K ﹤0.01%
5,528
+5,469
4408
$57K ﹤0.01%
+1,589
4409
$57K ﹤0.01%
4,496
+1,376
4410
$57K ﹤0.01%
100
-171
4411
$57K ﹤0.01%
12,622
-4,703
4412
$57K ﹤0.01%
2,351
+193
4413
$57K ﹤0.01%
4,128
+2,030
4414
$57K ﹤0.01%
20,571
+20,284
4415
$56K ﹤0.01%
2,850
+2,550
4416
$56K ﹤0.01%
4,954
-1,932
4417
$56K ﹤0.01%
5,446
+3,796
4418
$56K ﹤0.01%
1,387
-480
4419
$56K ﹤0.01%
2,859
-552
4420
$56K ﹤0.01%
1,425
+393
4421
$56K ﹤0.01%
1,294
+1,104
4422
$56K ﹤0.01%
17,101
+1,262
4423
$56K ﹤0.01%
4,235
4424
$56K ﹤0.01%
1,633
-307
4425
$56K ﹤0.01%
959
-1,894
175 176
177
178 179