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
4626
$42K ﹤0.01%
8,143
-51,857
4627
$42K ﹤0.01%
2,374
+2,174
4628
$42K ﹤0.01%
+1,187
4629
$42K ﹤0.01%
+3,245
4630
$42K ﹤0.01%
1,510
-428
4631
$42K ﹤0.01%
2,360
-8,001
4632
$42K ﹤0.01%
5,991
-165,030
4633
$42K ﹤0.01%
1,433
+768
4634
$42K ﹤0.01%
+2,414
4635
$42K ﹤0.01%
2,492
+2,392
4636
$42K ﹤0.01%
3,140
-1,361
4637
$42K ﹤0.01%
4,226
+1,986
4638
$42K ﹤0.01%
8,733
+4,733
4639
$42K ﹤0.01%
4,125
-2,762
4640
$42K ﹤0.01%
426
-62
4641
$42K ﹤0.01%
1,276
-8
4642
$42K ﹤0.01%
1,137
-675
4643
$42K ﹤0.01%
1,619
+356
4644
$42K ﹤0.01%
1,557
4645
$42K ﹤0.01%
5,496
+2,918
4646
$41K ﹤0.01%
+115
4647
$41K ﹤0.01%
590
+22
4648
$41K ﹤0.01%
+856
4649
$41K ﹤0.01%
7,128
+6,089
4650
$41K ﹤0.01%
5,285
+356
184 185
186
187 188