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
5076
$23K ﹤0.01%
26,818
+15,281
5077
$23K ﹤0.01%
2,700
5078
$23K ﹤0.01%
287
-92
5079
$23K ﹤0.01%
470
5080
$23K ﹤0.01%
2,011
+153
5081
$23K ﹤0.01%
1,488
-4,463
5082
$22K ﹤0.01%
557
+211
5083
$22K ﹤0.01%
+1,595
5084
$22K ﹤0.01%
+956
5085
$22K ﹤0.01%
4,415
-149
5086
$22K ﹤0.01%
499
5087
$22K ﹤0.01%
+2,323
5088
$22K ﹤0.01%
1,926
+765
5089
$22K ﹤0.01%
759
-184
5090
$22K ﹤0.01%
995
-5
5091
$22K ﹤0.01%
2,580
-4,188
5092
$22K ﹤0.01%
350
-402
5093
$22K ﹤0.01%
1,702
+1,478
5094
$22K ﹤0.01%
+244
5095
$22K ﹤0.01%
7,935
+1,818
5096
$22K ﹤0.01%
1,859
+1,559
5097
$22K ﹤0.01%
808
-297
5098
$22K ﹤0.01%
1,953
+1,901
5099
$22K ﹤0.01%
800
-27
5100
$22K ﹤0.01%
2,186
+1,686
202 203
204
205 206