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 8.14%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5151
$21K ﹤0.01%
2,000
-1,644
5152
$21K ﹤0.01%
+1,482
5153
$21K ﹤0.01%
1,800
5154
$21K ﹤0.01%
2,913
+2,119
5155
$21K ﹤0.01%
7,089
-10,099
5156
$21K ﹤0.01%
1,130
5157
$21K ﹤0.01%
670
+505
5158
$20K ﹤0.01%
+2,986
5159
$20K ﹤0.01%
+849
5160
$20K ﹤0.01%
1,475
-672
5161
$20K ﹤0.01%
1,242
+419
5162
$20K ﹤0.01%
800
-890
5163
$20K ﹤0.01%
1,374
+1,066
5164
$20K ﹤0.01%
646
-10
5165
$20K ﹤0.01%
853
-1,458
5166
$20K ﹤0.01%
2,458
-2,466
5167
$20K ﹤0.01%
1,034
+1,009
5168
$20K ﹤0.01%
+1,053
5169
$20K ﹤0.01%
2,338
-1,192
5170
$20K ﹤0.01%
2,112
-25,391
5171
$20K ﹤0.01%
544
-49
5172
$20K ﹤0.01%
28
+7
5173
$20K ﹤0.01%
2,808
-29
5174
$20K ﹤0.01%
1,076
-3,880
5175
$20K ﹤0.01%
+716
205 206
207
208 209