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
4526
$49K ﹤0.01%
554
-322
4527
$49K ﹤0.01%
24,509
+21,218
4528
$49K ﹤0.01%
850
4529
$48K ﹤0.01%
4,460
+1,243
4530
$48K ﹤0.01%
3,040
-11,720
4531
$48K ﹤0.01%
1,974
-1,526
4532
$48K ﹤0.01%
5,340
-372
4533
$48K ﹤0.01%
4,367
+1,557
4534
$48K ﹤0.01%
1,788
-2,189
4535
$48K ﹤0.01%
3,000
-8,530
4536
$48K ﹤0.01%
8,870
-660
4537
$48K ﹤0.01%
4,171
+1,654
4538
$48K ﹤0.01%
2,529
+1,729
4539
$48K ﹤0.01%
5,350
-110,940
4540
$47K ﹤0.01%
7,237
-221
4541
$47K ﹤0.01%
1,877
+286
4542
$47K ﹤0.01%
10,540
-2,254
4543
$47K ﹤0.01%
1,500
-5,041
4544
$47K ﹤0.01%
1,910
+1,760
4545
$47K ﹤0.01%
6,053
+1,981
4546
$47K ﹤0.01%
3,340
+2,264
4547
$47K ﹤0.01%
3,408
-137,972
4548
$47K ﹤0.01%
5,794
-202
4549
$47K ﹤0.01%
3,850
-1,100
4550
$47K ﹤0.01%
2,266
+1,066
180 181
182
183 184