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
5251
$18K ﹤0.01%
1,756
-87
5252
$18K ﹤0.01%
2,476
-1,896
5253
$18K ﹤0.01%
+1,375
5254
$18K ﹤0.01%
1,214
+860
5255
$18K ﹤0.01%
+810
5256
$18K ﹤0.01%
9,220
-21,632
5257
$18K ﹤0.01%
1,422
-35
5258
$18K ﹤0.01%
938
+108
5259
$18K ﹤0.01%
1,533
-2,699
5260
$18K ﹤0.01%
5,455
-123
5261
$18K ﹤0.01%
+740
5262
$18K ﹤0.01%
+3,638
5263
$18K ﹤0.01%
+144
5264
$18K ﹤0.01%
16,678
+3,094
5265
$18K ﹤0.01%
1,369
+1,107
5266
$17K ﹤0.01%
350
+266
5267
$17K ﹤0.01%
602
-1,364
5268
$17K ﹤0.01%
1,018
+618
5269
$17K ﹤0.01%
2,318
+2,202
5270
$17K ﹤0.01%
124
+96
5271
$17K ﹤0.01%
598
-1,810
5272
$17K ﹤0.01%
1,525
-417
5273
$17K ﹤0.01%
466
-768
5274
$17K ﹤0.01%
109
-916
5275
$17K ﹤0.01%
1,585
-794
209 210
211
212 213