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
4451
$54K ﹤0.01%
1,793
+1,546
4452
$54K ﹤0.01%
4,000
-674
4453
$54K ﹤0.01%
8,177
+3,169
4454
$54K ﹤0.01%
4,194
+1,872
4455
$54K ﹤0.01%
16,834
+15,850
4456
$54K ﹤0.01%
2,467
+759
4457
$54K ﹤0.01%
+2,964
4458
$53K ﹤0.01%
+1,646
4459
$53K ﹤0.01%
8,412
-3,915
4460
$53K ﹤0.01%
2,375
-3,290
4461
$53K ﹤0.01%
10,331
+1,688
4462
$53K ﹤0.01%
4,342
+127
4463
$53K ﹤0.01%
+2,862
4464
$53K ﹤0.01%
+1,243
4465
$53K ﹤0.01%
3,505
+2,660
4466
$53K ﹤0.01%
12,995
+6,658
4467
$52K ﹤0.01%
1,138
+620
4468
$52K ﹤0.01%
625
+523
4469
$52K ﹤0.01%
1,835
+1,639
4470
$52K ﹤0.01%
8,926
-3,512
4471
$52K ﹤0.01%
4,200
-886
4472
$52K ﹤0.01%
2,594
-462
4473
$52K ﹤0.01%
5,165
+3,218
4474
$52K ﹤0.01%
1,209
-1,692
4475
$52K ﹤0.01%
5,724
+1,881
177 178
179
180 181