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
5426
$14K ﹤0.01%
967
-1,265
5427
$14K ﹤0.01%
1,350
-4,829
5428
$14K ﹤0.01%
+843
5429
$14K ﹤0.01%
1,689
-1,055
5430
$14K ﹤0.01%
250
5431
$14K ﹤0.01%
+2,060
5432
$14K ﹤0.01%
+1,048
5433
$14K ﹤0.01%
687
+256
5434
$14K ﹤0.01%
2,306
-691
5435
$14K ﹤0.01%
3,804
+166
5436
$14K ﹤0.01%
1,360
-1,023
5437
$14K ﹤0.01%
650
+614
5438
$14K ﹤0.01%
302
-36
5439
$14K ﹤0.01%
+536
5440
$14K ﹤0.01%
729
+671
5441
$14K ﹤0.01%
1,228
+777
5442
$14K ﹤0.01%
7,785
-2,903
5443
$14K ﹤0.01%
1,129
+962
5444
$14K ﹤0.01%
+1,850
5445
$14K ﹤0.01%
322
-40
5446
$14K ﹤0.01%
902
-1,222
5447
$14K ﹤0.01%
18,895
+12,220
5448
$14K ﹤0.01%
+479
5449
$14K ﹤0.01%
4,000
-4,361
5450
$14K ﹤0.01%
1,100
-1,908
216 217
218
219 220