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
5176
$20K ﹤0.01%
629
-2,015
5177
$20K ﹤0.01%
+6,615
5178
$20K ﹤0.01%
1,106
-20,239
5179
$20K ﹤0.01%
671
+588
5180
$20K ﹤0.01%
3,365
+2,873
5181
$20K ﹤0.01%
+618
5182
$20K ﹤0.01%
17,497
+11,799
5183
$20K ﹤0.01%
492
+279
5184
$20K ﹤0.01%
20,612
+20,532
5185
$20K ﹤0.01%
9,000
-704,815
5186
$20K ﹤0.01%
+2,986
5187
$20K ﹤0.01%
+849
5188
$20K ﹤0.01%
1,475
-672
5189
$20K ﹤0.01%
1,242
+419
5190
$20K ﹤0.01%
800
-890
5191
$20K ﹤0.01%
1,374
+1,066
5192
$19K ﹤0.01%
+445
5193
$19K ﹤0.01%
1,092
+37
5194
$19K ﹤0.01%
+1,155
5195
$19K ﹤0.01%
1,392
-840
5196
$19K ﹤0.01%
1,439
-1,168
5197
$19K ﹤0.01%
2,158
+1,933
5198
$19K ﹤0.01%
+953
5199
$19K ﹤0.01%
1
5200
$19K ﹤0.01%
1,173
-2,595
206 207
208
209 210