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
4426
$55K ﹤0.01%
2,625
+1,926
4427
$55K ﹤0.01%
4,083
-1,585
4428
$55K ﹤0.01%
2,912
-1,070
4429
$55K ﹤0.01%
113
+16
4430
$55K ﹤0.01%
+5,700
4431
$55K ﹤0.01%
2,214
-885
4432
$55K ﹤0.01%
3,146
+646
4433
$55K ﹤0.01%
2,727
-685
4434
$55K ﹤0.01%
3,692
+1,677
4435
$55K ﹤0.01%
15,280
+2,327
4436
$55K ﹤0.01%
5,971
+2,971
4437
$55K ﹤0.01%
1,963
+712
4438
$55K ﹤0.01%
807
-160
4439
$55K ﹤0.01%
+2,609
4440
$55K ﹤0.01%
1,300
-482
4441
$55K ﹤0.01%
1,725
+1,178
4442
$55K ﹤0.01%
1,589
+731
4443
$54K ﹤0.01%
+892
4444
$54K ﹤0.01%
3,847
-1,246
4445
$54K ﹤0.01%
1,172
+382
4446
$54K ﹤0.01%
2,706
+2,106
4447
$54K ﹤0.01%
3,166
-601
4448
$54K ﹤0.01%
2,115
+793
4449
$54K ﹤0.01%
1,343
-492
4450
$54K ﹤0.01%
923
-54
176 177
178
179 180