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
4576
$45K ﹤0.01%
1,817
+617
4577
$45K ﹤0.01%
5,477
-22,362
4578
$45K ﹤0.01%
5,670
+1,785
4579
$45K ﹤0.01%
336
+144
4580
$45K ﹤0.01%
+1,387
4581
$45K ﹤0.01%
20,482
+3,453
4582
$45K ﹤0.01%
4,722
+655
4583
$45K ﹤0.01%
+3,694
4584
$45K ﹤0.01%
3,342
+781
4585
$45K ﹤0.01%
2,107
+597
4586
$45K ﹤0.01%
3,380
+492
4587
$45K ﹤0.01%
+2,622
4588
$45K ﹤0.01%
15
+6
4589
$45K ﹤0.01%
1,383
+800
4590
$45K ﹤0.01%
16,475
+5,694
4591
$45K ﹤0.01%
3,946
+2,756
4592
$45K ﹤0.01%
3,510
+2,347
4593
$45K ﹤0.01%
2,855
+2,455
4594
$45K ﹤0.01%
5,000
-5,467
4595
$45K ﹤0.01%
1,186
4596
$45K ﹤0.01%
+7,382
4597
$44K ﹤0.01%
+1,700
4598
$44K ﹤0.01%
6,940
-3,083
4599
$44K ﹤0.01%
6,592
+2,876
4600
$44K ﹤0.01%
6,684
-4,176
182 183
184
185 186