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
4501
$50K ﹤0.01%
2,478
-4,247
4502
$50K ﹤0.01%
1,559
-2,882
4503
$50K ﹤0.01%
17,010
+7,000
4504
$50K ﹤0.01%
1,737
+1,444
4505
$50K ﹤0.01%
5,326
+257
4506
$50K ﹤0.01%
4,000
4507
$50K ﹤0.01%
+1,349
4508
$50K ﹤0.01%
1,954
+1,811
4509
$50K ﹤0.01%
19,958
+66
4510
$50K ﹤0.01%
2,332
4511
$50K ﹤0.01%
6,551
+5,551
4512
$50K ﹤0.01%
+3,356
4513
$50K ﹤0.01%
1,655
-3,855
4514
$50K ﹤0.01%
647
+126
4515
$50K ﹤0.01%
1,312
+33
4516
$50K ﹤0.01%
1,003
-3
4517
$49K ﹤0.01%
1,431
-2,777
4518
$49K ﹤0.01%
6,915
-20,924
4519
$49K ﹤0.01%
155
-305
4520
$49K ﹤0.01%
8,000
4521
$49K ﹤0.01%
5,320
+2,306
4522
$49K ﹤0.01%
1,436
+800
4523
$49K ﹤0.01%
1,832
+213
4524
$49K ﹤0.01%
3,744
+1,246
4525
$49K ﹤0.01%
2,612
+1,992
179 180
181
182 183