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
4951
$28K ﹤0.01%
17,605
+7,027
4952
$28K ﹤0.01%
+890
4953
$28K ﹤0.01%
516
-189
4954
$28K ﹤0.01%
+1,207
4955
$28K ﹤0.01%
989
+596
4956
$28K ﹤0.01%
527
+497
4957
$28K ﹤0.01%
+2,245
4958
$28K ﹤0.01%
51
+12
4959
$27K ﹤0.01%
2,726
+2,714
4960
$27K ﹤0.01%
110
+38
4961
$27K ﹤0.01%
4,353
-8,316
4962
$27K ﹤0.01%
2,085
-8,346
4963
$27K ﹤0.01%
6,455
-9,512
4964
$27K ﹤0.01%
802
-71
4965
$27K ﹤0.01%
2,024
+565
4966
$27K ﹤0.01%
1,647
-4,824
4967
$27K ﹤0.01%
1,433
+1,216
4968
$27K ﹤0.01%
13
+12
4969
$27K ﹤0.01%
+1,589
4970
$27K ﹤0.01%
1,042
-6,788
4971
$27K ﹤0.01%
1,563
+754
4972
$27K ﹤0.01%
702
+232
4973
$27K ﹤0.01%
11,810
+5,073
4974
$27K ﹤0.01%
2,200
4975
$27K ﹤0.01%
2,333
+257
197 198
199
200 201