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
5126
$21K ﹤0.01%
290
-190
5127
$21K ﹤0.01%
2,172
+1,042
5128
$21K ﹤0.01%
2,603
+2,573
5129
$21K ﹤0.01%
1,000
5130
$21K ﹤0.01%
2,216
-906
5131
$21K ﹤0.01%
1,700
-553
5132
$21K ﹤0.01%
541
-23,533
5133
$21K ﹤0.01%
2,403
-2,263
5134
$21K ﹤0.01%
+3,000
5135
$21K ﹤0.01%
1,950
-38,690
5136
$21K ﹤0.01%
622
-20,972
5137
$21K ﹤0.01%
+736
5138
$21K ﹤0.01%
1,280
-331
5139
$21K ﹤0.01%
3,748
+1,581
5140
$21K ﹤0.01%
16,529
-21,307
5141
$21K ﹤0.01%
156
+32
5142
$21K ﹤0.01%
5,526
+4,918
5143
$21K ﹤0.01%
722
-222
5144
$21K ﹤0.01%
2,000
-1,644
5145
$21K ﹤0.01%
+1,482
5146
$21K ﹤0.01%
986
+265
5147
$21K ﹤0.01%
779
-103
5148
$21K ﹤0.01%
1,572
+791
5149
$21K ﹤0.01%
1,079
-50
5150
$21K ﹤0.01%
589
-376
204 205
206
207 208