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
4851
$32K ﹤0.01%
1,776
+730
4852
$32K ﹤0.01%
460
4853
$32K ﹤0.01%
1,600
-1,058
4854
$31K ﹤0.01%
205
-1,511
4855
$31K ﹤0.01%
2,003
+1,410
4856
$31K ﹤0.01%
455
-948
4857
$31K ﹤0.01%
2,566
-3,333
4858
– –
0
4859
$31K ﹤0.01%
17,850
-37,750
4860
$31K ﹤0.01%
+112
4861
$31K ﹤0.01%
1,138
+135
4862
$31K ﹤0.01%
4,166
+2,866
4863
$31K ﹤0.01%
2,323
+302
4864
$31K ﹤0.01%
480
+475
4865
$31K ﹤0.01%
3,600
+600
4866
$31K ﹤0.01%
1,262
+1,155
4867
$31K ﹤0.01%
2,242
-46
4868
$31K ﹤0.01%
1,921
-270
4869
$31K ﹤0.01%
3,450
+909
4870
$31K ﹤0.01%
+9,219
4871
$31K ﹤0.01%
1,792
-584
4872
$31K ﹤0.01%
1,799
-581
4873
$31K ﹤0.01%
+1,742
4874
$31K ﹤0.01%
1,503
+192
4875
$31K ﹤0.01%
411
-645
193 194
195
196 197