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
4726
$37K ﹤0.01%
1,855
-1,601
4727
$37K ﹤0.01%
485
-1,123
4728
$37K ﹤0.01%
507
-135
4729
$37K ﹤0.01%
4,684
+770
4730
$37K ﹤0.01%
1,247
-211
4731
$37K ﹤0.01%
4,081
+456
4732
$37K ﹤0.01%
+2,038
4733
$37K ﹤0.01%
738
-417
4734
$37K ﹤0.01%
1,460
-50
4735
$37K ﹤0.01%
1,439
+888
4736
$37K ﹤0.01%
27,838
+13,677
4737
$37K ﹤0.01%
4,749
+1,580
4738
$37K ﹤0.01%
1,995
+433
4739
$37K ﹤0.01%
888
-19,505
4740
$37K ﹤0.01%
+852
4741
$37K ﹤0.01%
4,177
-7,444
4742
$37K ﹤0.01%
1,852
+36
4743
$37K ﹤0.01%
1,598
+1,219
4744
$37K ﹤0.01%
187
-373
4745
$37K ﹤0.01%
1,157
-405
4746
$37K ﹤0.01%
2,816
+816
4747
$37K ﹤0.01%
1,147
-438
4748
$36K ﹤0.01%
+1,993
4749
$36K ﹤0.01%
300
-68
4750
$36K ﹤0.01%
1,053
-2,466
188 189
190
191 192