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
5376
$15K ﹤0.01%
829
-2,849
5377
$15K ﹤0.01%
+787
5378
$15K ﹤0.01%
587
+36
5379
$15K ﹤0.01%
1,052
-353
5380
$15K ﹤0.01%
2,488
+2,238
5381
$15K ﹤0.01%
836
-1,734
5382
$15K ﹤0.01%
87
-142
5383
$15K ﹤0.01%
+204
5384
$15K ﹤0.01%
4,556
+4,456
5385
$15K ﹤0.01%
416
-384
5386
$15K ﹤0.01%
525
5387
$15K ﹤0.01%
2,936
-23,262
5388
$15K ﹤0.01%
675
+500
5389
$15K ﹤0.01%
+1,532
5390
$15K ﹤0.01%
+6,442
5391
$15K ﹤0.01%
+816
5392
$15K ﹤0.01%
246
5393
$15K ﹤0.01%
29,529
+29,329
5394
$15K ﹤0.01%
+10,218
5395
$15K ﹤0.01%
6,708
+5,397
5396
$15K ﹤0.01%
300
-759
5397
$14K ﹤0.01%
2,595
-1,801
5398
$14K ﹤0.01%
+721
5399
$14K ﹤0.01%
+3,446
5400
$14K ﹤0.01%
1,398
+398
214 215
216
217 218