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
5226
$19K ﹤0.01%
+797
5227
$19K ﹤0.01%
+833
5228
$18K ﹤0.01%
+4,471
5229
$18K ﹤0.01%
196
-90
5230
$18K ﹤0.01%
28
-2
5231
$18K ﹤0.01%
2,327
+629
5232
$18K ﹤0.01%
+824
5233
$18K ﹤0.01%
+1,550
5234
$18K ﹤0.01%
+325
5235
$18K ﹤0.01%
1,133
+469
5236
$18K ﹤0.01%
+1,000
5237
$18K ﹤0.01%
1,482
-702
5238
$18K ﹤0.01%
1,000
-531
5239
$18K ﹤0.01%
8,474
+3,700
5240
$18K ﹤0.01%
7,157
+2,668
5241
$18K ﹤0.01%
1,752
-2,485
5242
$18K ﹤0.01%
+970
5243
$18K ﹤0.01%
+912
5244
$18K ﹤0.01%
600
-1,043
5245
$18K ﹤0.01%
+300
5246
$18K ﹤0.01%
1,093
-3,945
5247
$18K ﹤0.01%
793
+413
5248
$18K ﹤0.01%
335
-65
5249
$18K ﹤0.01%
+1,902
5250
$18K ﹤0.01%
10,905
+10,044
208 209
210
211 212