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
4801
$34K ﹤0.01%
1,659
+301
4802
$34K ﹤0.01%
1,841
+1,834
4803
$34K ﹤0.01%
1,244
+594
4804
$34K ﹤0.01%
2,074
-2,675
4805
$34K ﹤0.01%
+2,008
4806
$34K ﹤0.01%
1,449
4807
$34K ﹤0.01%
+1,655
4808
$34K ﹤0.01%
2,047
+1,856
4809
$34K ﹤0.01%
1,862
+452
4810
$33K ﹤0.01%
+1,330
4811
$33K ﹤0.01%
2,051
-70
4812
$33K ﹤0.01%
1,335
-246
4813
$33K ﹤0.01%
76
+70
4814
$33K ﹤0.01%
+2,191
4815
$33K ﹤0.01%
488
+450
4816
$33K ﹤0.01%
13,050
+12
4817
$33K ﹤0.01%
5,000
+3,527
4818
$33K ﹤0.01%
2,038
-3,983
4819
$33K ﹤0.01%
2,063
-5,231
4820
$33K ﹤0.01%
+2,336
4821
$33K ﹤0.01%
+2,050
4822
$33K ﹤0.01%
+3,272
4823
$33K ﹤0.01%
1,140
+139
4824
$33K ﹤0.01%
2,374
-1,633
4825
$33K ﹤0.01%
1,728
+1,636
191 192
193
194 195