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
4476
$52K ﹤0.01%
1,254
-2,917
4477
$52K ﹤0.01%
2,873
4478
$52K ﹤0.01%
4,425
-42
4479
$52K ﹤0.01%
5,288
+4,566
4480
$52K ﹤0.01%
+1,741
4481
$52K ﹤0.01%
+1,933
4482
$52K ﹤0.01%
3,094
-3,656
4483
$52K ﹤0.01%
709
4484
$52K ﹤0.01%
3,716
+1,122
4485
$52K ﹤0.01%
2,980
+2,111
4486
$52K ﹤0.01%
1,751
+641
4487
$52K ﹤0.01%
1,580
-30
4488
$51K ﹤0.01%
5,353
-717
4489
$51K ﹤0.01%
8,429
+1,954
4490
$51K ﹤0.01%
+3,994
4491
– –
0
4492
$51K ﹤0.01%
85
+45
4493
$51K ﹤0.01%
4,916
-168
4494
$51K ﹤0.01%
422
+324
4495
$51K ﹤0.01%
1,558
+741
4496
$51K ﹤0.01%
4,150
-3,643
4497
$51K ﹤0.01%
2,661
-842
4498
$51K ﹤0.01%
+1,485
4499
$50K ﹤0.01%
2,527
-3,307
4500
$50K ﹤0.01%
2,517
-29
178 179
180
181 182