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
5326
$16K ﹤0.01%
2,152
-2,421
5327
$16K ﹤0.01%
2
-2
5328
$16K ﹤0.01%
1,045
+341
5329
$16K ﹤0.01%
4,000
+3,912
5330
$16K ﹤0.01%
+75
5331
$16K ﹤0.01%
900
+470
5332
$16K ﹤0.01%
823
-1,307
5333
$16K ﹤0.01%
1,033
-795
5334
$16K ﹤0.01%
1,496
+130
5335
$16K ﹤0.01%
3,564
-4,671
5336
$16K ﹤0.01%
2,332
-9,724
5337
$16K ﹤0.01%
1,100
+700
5338
$16K ﹤0.01%
5,806
+3,550
5339
$16K ﹤0.01%
4,857
+4,816
5340
$16K ﹤0.01%
1,600
-829
5341
$16K ﹤0.01%
+1,556
5342
$16K ﹤0.01%
+475
5343
$16K ﹤0.01%
882
-1,380
5344
$16K ﹤0.01%
4,000
+2,999
5345
$16K ﹤0.01%
1,925
-710
5346
$16K ﹤0.01%
327
+322
5347
$16K ﹤0.01%
2,752
-2,484
5348
$16K ﹤0.01%
635
-1,018
5349
$16K ﹤0.01%
244
-158
5350
$16K ﹤0.01%
7,600
-1,000
212 213
214
215 216