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
4901
$30K ﹤0.01%
1,107
-1,486
4902
$30K ﹤0.01%
1,487
+1,000
4903
$30K ﹤0.01%
2,785
-245
4904
$30K ﹤0.01%
2,322
-1,804
4905
$30K ﹤0.01%
1,250
+1,016
4906
$30K ﹤0.01%
2,501
-13,536
4907
$30K ﹤0.01%
910
-123
4908
$30K ﹤0.01%
1,658
+1,636
4909
$29K ﹤0.01%
1,162
+224
4910
$29K ﹤0.01%
1,335
+935
4911
$29K ﹤0.01%
+3,889
4912
$29K ﹤0.01%
2,607
-12,780
4913
$29K ﹤0.01%
6,843
-3,829
4914
$29K ﹤0.01%
947
+388
4915
$29K ﹤0.01%
+5,524
4916
$29K ﹤0.01%
24
-93
4917
$29K ﹤0.01%
774
-1,007
4918
$29K ﹤0.01%
+726
4919
$29K ﹤0.01%
5,468
-7,360
4920
$29K ﹤0.01%
930
-1,017
4921
$29K ﹤0.01%
2,165
-350
4922
$29K ﹤0.01%
2,146
+235
4923
– –
0
4924
$29K ﹤0.01%
4,220
-4,041
4925
$29K ﹤0.01%
1,062
-3,980
195 196
197
198 199