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
4776
$36K ﹤0.01%
716
4777
$35K ﹤0.01%
5,803
-27,146
4778
$35K ﹤0.01%
85
+52
4779
$35K ﹤0.01%
1,663
+490
4780
$35K ﹤0.01%
23,515
+2,475
4781
$35K ﹤0.01%
2,777
+424
4782
$35K ﹤0.01%
161
-74
4783
$35K ﹤0.01%
769
+709
4784
$35K ﹤0.01%
1,082
-7,165
4785
$35K ﹤0.01%
2,238
+1,935
4786
$35K ﹤0.01%
1,498
-1,885
4787
$35K ﹤0.01%
+788
4788
$35K ﹤0.01%
2,500
-146,800
4789
$35K ﹤0.01%
123
+33
4790
$35K ﹤0.01%
2,770
+423
4791
$35K ﹤0.01%
2,067
-1,397
4792
$35K ﹤0.01%
975
+437
4793
$35K ﹤0.01%
5,583
+4,083
4794
$35K ﹤0.01%
+274
4795
$34K ﹤0.01%
+4,784
4796
$34K ﹤0.01%
2,091
+1,741
4797
$34K ﹤0.01%
1,820
+436
4798
– –
0
4799
$34K ﹤0.01%
509
+87
4800
$34K ﹤0.01%
520
+42
190 191
192
193 194