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
5151
$21K ﹤0.01%
815
+558
5152
$21K ﹤0.01%
1,800
5153
$21K ﹤0.01%
2,913
+2,119
5154
$21K ﹤0.01%
7,089
-10,099
5155
$21K ﹤0.01%
1,130
5156
$21K ﹤0.01%
670
+505
5157
$21K ﹤0.01%
+1,114
5158
$20K ﹤0.01%
646
-10
5159
$20K ﹤0.01%
+1,053
5160
$20K ﹤0.01%
2,338
-1,192
5161
$20K ﹤0.01%
2,112
-25,391
5162
$20K ﹤0.01%
544
-49
5163
$20K ﹤0.01%
28
+7
5164
$20K ﹤0.01%
2,808
-29
5165
$20K ﹤0.01%
1,076
-3,880
5166
$20K ﹤0.01%
+716
5167
$20K ﹤0.01%
1
5168
$20K ﹤0.01%
3,300
+1,110
5169
$20K ﹤0.01%
853
-1,458
5170
$20K ﹤0.01%
2,458
-2,466
5171
$20K ﹤0.01%
1,034
+1,009
5172
$20K ﹤0.01%
+1,679
5173
$20K ﹤0.01%
1,024
+1,012
5174
$20K ﹤0.01%
+5,001
5175
$20K ﹤0.01%
821
+553
205 206
207
208 209