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
5451
$13K ﹤0.01%
256
+24
5452
$13K ﹤0.01%
537
+387
5453
$13K ﹤0.01%
500
5454
$13K ﹤0.01%
8
+1
5455
$13K ﹤0.01%
3,299
+3,216
5456
$13K ﹤0.01%
263
+166
5457
$13K ﹤0.01%
1,630
+687
5458
$13K ﹤0.01%
4,105
+3,441
5459
$13K ﹤0.01%
+1,151
5460
$13K ﹤0.01%
+785
5461
$13K ﹤0.01%
3,731
-12,452
5462
$13K ﹤0.01%
3,581
+1,427
5463
$13K ﹤0.01%
1,712
-14,996
5464
$13K ﹤0.01%
+583
5465
$13K ﹤0.01%
64
-68
5466
$13K ﹤0.01%
+1,635
5467
$13K ﹤0.01%
1,340
-390
5468
$13K ﹤0.01%
500
5469
$13K ﹤0.01%
721
+432
5470
$13K ﹤0.01%
897
-6
5471
$13K ﹤0.01%
1,095
-552
5472
$13K ﹤0.01%
624
-365
5473
$13K ﹤0.01%
+1,153
5474
$13K ﹤0.01%
260
-3,234
5475
$13K ﹤0.01%
555
-32
217 218
219
220 221