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
5351
$16K ﹤0.01%
4,857
+4,816
5352
$16K ﹤0.01%
1,600
-829
5353
$16K ﹤0.01%
1,820
+955
5354
$16K ﹤0.01%
685
+121
5355
$15K ﹤0.01%
1,152
-345
5356
$15K ﹤0.01%
133
-488
5357
$15K ﹤0.01%
829
-2,849
5358
$15K ﹤0.01%
416
-384
5359
$15K ﹤0.01%
525
5360
$15K ﹤0.01%
2,936
-23,262
5361
$15K ﹤0.01%
29,529
+29,329
5362
$15K ﹤0.01%
+10,218
5363
$15K ﹤0.01%
6,708
+5,397
5364
$15K ﹤0.01%
300
-759
5365
$15K ﹤0.01%
2,432
+1,132
5366
$15K ﹤0.01%
700
+500
5367
$15K ﹤0.01%
2
-3
5368
$15K ﹤0.01%
1,036
+331
5369
$15K ﹤0.01%
1,464
+1,364
5370
$15K ﹤0.01%
642
-879
5371
$15K ﹤0.01%
2,303
+1,170
5372
$15K ﹤0.01%
3,064
+1,721
5373
$15K ﹤0.01%
+1,517
5374
$15K ﹤0.01%
1,310
-5,168
5375
$15K ﹤0.01%
1,368
-1,555
213 214
215
216 217