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
5476
$13K ﹤0.01%
+2,256
5477
$13K ﹤0.01%
60
+39
5478
$13K ﹤0.01%
703
-796
5479
$13K ﹤0.01%
+2,202
5480
$13K ﹤0.01%
1,153
+553
5481
$13K ﹤0.01%
786
-1,333
5482
$13K ﹤0.01%
+2,696
5483
$13K ﹤0.01%
1,944
+1,644
5484
$13K ﹤0.01%
+688
5485
$13K ﹤0.01%
1,818
+188
5486
$13K ﹤0.01%
+543
5487
$13K ﹤0.01%
+2,302
5488
$13K ﹤0.01%
14,440
-78,042
5489
$13K ﹤0.01%
1,412
+1,340
5490
$13K ﹤0.01%
1,155
-9,445
5491
$13K ﹤0.01%
4,015
+2,133
5492
$13K ﹤0.01%
1,264
+1,003
5493
$13K ﹤0.01%
1,418
-2,350
5494
$13K ﹤0.01%
659
+461
5495
$13K ﹤0.01%
2,770
+266
5496
$13K ﹤0.01%
429
-294
5497
$13K ﹤0.01%
1,133
+1,000
5498
$13K ﹤0.01%
1,200
5499
$13K ﹤0.01%
+365
5500
$13K ﹤0.01%
858
+200
218 219
220
221 222