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
5376
$15K ﹤0.01%
16,350
-100,725
5377
$15K ﹤0.01%
+1
5378
$15K ﹤0.01%
+714
5379
$15K ﹤0.01%
530
-1,676
5380
$15K ﹤0.01%
1,866
+755
5381
$15K ﹤0.01%
5
5382
$15K ﹤0.01%
+587
5383
$15K ﹤0.01%
+62
5384
$15K ﹤0.01%
+787
5385
$15K ﹤0.01%
587
+36
5386
$15K ﹤0.01%
1,052
-353
5387
$15K ﹤0.01%
2,488
+2,238
5388
$15K ﹤0.01%
836
-1,734
5389
$15K ﹤0.01%
87
-142
5390
$15K ﹤0.01%
+204
5391
$15K ﹤0.01%
4,556
+4,456
5392
$15K ﹤0.01%
675
+500
5393
$15K ﹤0.01%
+1,532
5394
$15K ﹤0.01%
+6,442
5395
$15K ﹤0.01%
+816
5396
$15K ﹤0.01%
246
5397
$14K ﹤0.01%
2,595
-1,801
5398
$14K ﹤0.01%
302
-36
5399
$14K ﹤0.01%
+536
5400
$14K ﹤0.01%
729
+671
214 215
216
217 218