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 8.14%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4601
$44K ﹤0.01%
+1,700
4602
$44K ﹤0.01%
6,940
-3,083
4603
$44K ﹤0.01%
6,592
+2,876
4604
$44K ﹤0.01%
6,684
-4,176
4605
– –
0
4606
$44K ﹤0.01%
6,821
-1,297
4607
$44K ﹤0.01%
+6,000
4608
$43K ﹤0.01%
1,351
-904
4609
$43K ﹤0.01%
3,738
-2,101
4610
$43K ﹤0.01%
686
-3,250
4611
$43K ﹤0.01%
1,538
+331
4612
$43K ﹤0.01%
3,865
-799
4613
$43K ﹤0.01%
2,820
+2,800
4614
$43K ﹤0.01%
821
+378
4615
$43K ﹤0.01%
+1,234
4616
$43K ﹤0.01%
844
-479
4617
$43K ﹤0.01%
734
+453
4618
$43K ﹤0.01%
4,317
+3,449
4619
$43K ﹤0.01%
754
+67
4620
$42K ﹤0.01%
1,433
+768
4621
$42K ﹤0.01%
8,733
+4,733
4622
$42K ﹤0.01%
4,125
-2,762
4623
$42K ﹤0.01%
426
-62
4624
$42K ﹤0.01%
1,276
-8
4625
$42K ﹤0.01%
1,137
-675
183 184
185
186 187