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
4551
$47K ﹤0.01%
11,049
+2,528
4552
$47K ﹤0.01%
+1,430
4553
$47K ﹤0.01%
889
-23
4554
$46K ﹤0.01%
1,078
+789
4555
$46K ﹤0.01%
19,009
+76
4556
$46K ﹤0.01%
2,833
+2,648
4557
$46K ﹤0.01%
+1,231
4558
$46K ﹤0.01%
2,936
+577
4559
$46K ﹤0.01%
1,138
+119
4560
$46K ﹤0.01%
831
-553
4561
$46K ﹤0.01%
930
-64,806
4562
$46K ﹤0.01%
70,969
+17,851
4563
$46K ﹤0.01%
6,968
+1,580
4564
$46K ﹤0.01%
+2,731
4565
$46K ﹤0.01%
6,256
+3,280
4566
$46K ﹤0.01%
+1,301
4567
$46K ﹤0.01%
2,509
+595
4568
$46K ﹤0.01%
3,681
-3,474
4569
$46K ﹤0.01%
6,479
+3,349
4570
$45K ﹤0.01%
1,040
+695
4571
$45K ﹤0.01%
2,869
-4,749
4572
$45K ﹤0.01%
2,181
-28
4573
$45K ﹤0.01%
+1,731
4574
$45K ﹤0.01%
1,296
+174
4575
$45K ﹤0.01%
+1,616
181 182
183
184 185