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
4976
$27K ﹤0.01%
1,776
+1,223
4977
$27K ﹤0.01%
1,160
-141
4978
$26K ﹤0.01%
+569
4979
$26K ﹤0.01%
+1
4980
$26K ﹤0.01%
8,937
-5,593
4981
$26K ﹤0.01%
+1,291
4982
$26K ﹤0.01%
1,229
+611
4983
$26K ﹤0.01%
1,365
-3,480
4984
$26K ﹤0.01%
2,554
-752
4985
$26K ﹤0.01%
259
-20
4986
$26K ﹤0.01%
872
-1,636
4987
$26K ﹤0.01%
388
+190
4988
$26K ﹤0.01%
765
-2,415
4989
$26K ﹤0.01%
+2,563
4990
$26K ﹤0.01%
503
+281
4991
$26K ﹤0.01%
923
+240
4992
$26K ﹤0.01%
2,211
-474
4993
$26K ﹤0.01%
1,962
-425
4994
$26K ﹤0.01%
798
-591
4995
$26K ﹤0.01%
1,500
-360
4996
$26K ﹤0.01%
2,304
+922
4997
$26K ﹤0.01%
1,741
+337
4998
$26K ﹤0.01%
1,283
-225
4999
$26K ﹤0.01%
9,927
+3,827
5000
$26K ﹤0.01%
1,008
+622
198 199
200
201 202