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
4751
$36K ﹤0.01%
1,508
+83
4752
$36K ﹤0.01%
106,985
-12,661
4753
$36K ﹤0.01%
716
4754
$36K ﹤0.01%
5,155
-1,840
4755
$36K ﹤0.01%
6,794
+6,383
4756
$36K ﹤0.01%
+424
4757
$36K ﹤0.01%
1,494
+1,194
4758
$36K ﹤0.01%
+5,800
4759
$36K ﹤0.01%
700
4760
$36K ﹤0.01%
+1,993
4761
$36K ﹤0.01%
300
-68
4762
$36K ﹤0.01%
1,053
-2,466
4763
$36K ﹤0.01%
+3,191
4764
$36K ﹤0.01%
+818
4765
$36K ﹤0.01%
1,193
+818
4766
$36K ﹤0.01%
40
-33
4767
$36K ﹤0.01%
23,630
+7,364
4768
$36K ﹤0.01%
1,510
+1,186
4769
$36K ﹤0.01%
837
+131
4770
$36K ﹤0.01%
1,509
-1,203
4771
$36K ﹤0.01%
2,170
+1,249
4772
$36K ﹤0.01%
3,367
+1,583
4773
$36K ﹤0.01%
3,068
+2,725
4774
$36K ﹤0.01%
2,379
+979
4775
$36K ﹤0.01%
7,611
+3,401
189 190
191
192 193