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
4651
$41K ﹤0.01%
+1,013
4652
$41K ﹤0.01%
3,996
-25,084
4653
$41K ﹤0.01%
+535
4654
$41K ﹤0.01%
3,785
+2,950
4655
$41K ﹤0.01%
949
-50
4656
$41K ﹤0.01%
+1,695
4657
$41K ﹤0.01%
5,497
+4,201
4658
$41K ﹤0.01%
1,943
+40
4659
$41K ﹤0.01%
2,329
-445
4660
$40K ﹤0.01%
1,852
+174
4661
$40K ﹤0.01%
594
+59
4662
$40K ﹤0.01%
2,645
-1,168
4663
$40K ﹤0.01%
141
+92
4664
$40K ﹤0.01%
6,117
+4,549
4665
$40K ﹤0.01%
16,993
-7
4666
$40K ﹤0.01%
1,758
-480
4667
$40K ﹤0.01%
102
+46
4668
$40K ﹤0.01%
1,612
-836
4669
$40K ﹤0.01%
3,920
+1,202
4670
$40K ﹤0.01%
1,630
-1,247
4671
$40K ﹤0.01%
55
+4
4672
$40K ﹤0.01%
+2,855
4673
$40K ﹤0.01%
1,467
+868
4674
$40K ﹤0.01%
2,713
+1,815
4675
$40K ﹤0.01%
2,167
+2,117
185 186
187
188 189