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
4826
$33K ﹤0.01%
+1,400
4827
$33K ﹤0.01%
+1,300
4828
$33K ﹤0.01%
+2,625
4829
$33K ﹤0.01%
861
+761
4830
$33K ﹤0.01%
1,308
4831
$33K ﹤0.01%
1,292
+51
4832
$33K ﹤0.01%
5,426
-5,191
4833
$33K ﹤0.01%
828
4834
$33K ﹤0.01%
2,440
-11,288
4835
$33K ﹤0.01%
942
-153
4836
$32K ﹤0.01%
+2,313
4837
$32K ﹤0.01%
+1,654
4838
$32K ﹤0.01%
6,237
+3,173
4839
$32K ﹤0.01%
810
-33
4840
$32K ﹤0.01%
759
-4,454
4841
$32K ﹤0.01%
2,190
+1,880
4842
$32K ﹤0.01%
3,133
-2,997
4843
$32K ﹤0.01%
+14
4844
$32K ﹤0.01%
297
-242
4845
$32K ﹤0.01%
1,499
-4,660
4846
$32K ﹤0.01%
2,363
+1,262
4847
$32K ﹤0.01%
+979
4848
$32K ﹤0.01%
+87
4849
$32K ﹤0.01%
4,864
+864
4850
$32K ﹤0.01%
2,148
+200
192 193
194
195 196