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
5276
$17K ﹤0.01%
+6,291
5277
$17K ﹤0.01%
4,858
+4,209
5278
$17K ﹤0.01%
902
+100
5279
$17K ﹤0.01%
344
+319
5280
$17K ﹤0.01%
5,126
+4,624
5281
$17K ﹤0.01%
124
+96
5282
$17K ﹤0.01%
598
-1,810
5283
$17K ﹤0.01%
1,525
-417
5284
$17K ﹤0.01%
466
-768
5285
$17K ﹤0.01%
109
-916
5286
$17K ﹤0.01%
1,585
-794
5287
$17K ﹤0.01%
20
+16
5288
$17K ﹤0.01%
807
-570
5289
$17K ﹤0.01%
8,308
5290
$17K ﹤0.01%
+980
5291
$17K ﹤0.01%
+1,704
5292
$17K ﹤0.01%
339
-544
5293
$17K ﹤0.01%
15,122
-2,993
5294
$17K ﹤0.01%
212
+40
5295
$17K ﹤0.01%
1,490
-230,669
5296
$17K ﹤0.01%
833
-69
5297
$17K ﹤0.01%
+522
5298
$17K ﹤0.01%
+400
5299
$17K ﹤0.01%
474
-999
5300
$17K ﹤0.01%
726
+238
210 211
212
213 214