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
4876
$31K ﹤0.01%
2,895
+1,391
4877
$31K ﹤0.01%
4,180
+1,770
4878
$31K ﹤0.01%
722
+48
4879
$31K ﹤0.01%
3,604
-436
4880
$31K ﹤0.01%
+247
4881
$31K ﹤0.01%
1,188
+520
4882
$31K ﹤0.01%
1,174
+948
4883
$31K ﹤0.01%
2,444
+2,096
4884
$31K ﹤0.01%
1,492
+959
4885
$30K ﹤0.01%
2,515
-2,712
4886
$30K ﹤0.01%
2,915
+2,242
4887
$30K ﹤0.01%
600
-696
4888
$30K ﹤0.01%
+888
4889
$30K ﹤0.01%
190
-290
4890
$30K ﹤0.01%
3,200
-15,869
4891
$30K ﹤0.01%
1,609
-1,179
4892
$30K ﹤0.01%
4,947
-577
4893
$30K ﹤0.01%
+406
4894
$30K ﹤0.01%
+278
4895
$30K ﹤0.01%
4,062
-1,860
4896
$30K ﹤0.01%
769
-331
4897
$30K ﹤0.01%
+2,374
4898
$30K ﹤0.01%
2,647
+357
4899
$30K ﹤0.01%
+5,241
4900
$30K ﹤0.01%
+395
194 195
196
197 198