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
5501
$13K ﹤0.01%
473
-422
5502
$13K ﹤0.01%
1,292
+500
5503
$13K ﹤0.01%
1,952
+1,831
5504
$13K ﹤0.01%
781
+475
5505
$13K ﹤0.01%
2,000
-1,893
5506
$13K ﹤0.01%
+514
5507
$12K ﹤0.01%
663
+548
5508
$12K ﹤0.01%
7,000
-1,730
5509
$12K ﹤0.01%
1,762
-1,366
5510
$12K ﹤0.01%
+1,717
5511
$12K ﹤0.01%
1,601
-809
5512
$12K ﹤0.01%
976
-4,611
5513
$12K ﹤0.01%
1,218
-1,302
5514
$12K ﹤0.01%
243
-76
5515
$12K ﹤0.01%
6
-4
5516
$12K ﹤0.01%
31,706
+31,561
5517
$12K ﹤0.01%
835
-36,462
5518
$12K ﹤0.01%
+1,171
5519
$12K ﹤0.01%
+919
5520
$12K ﹤0.01%
206
-137,931
5521
$12K ﹤0.01%
+187
5522
$12K ﹤0.01%
548
+522
5523
$12K ﹤0.01%
2,929
+1,116
5524
$12K ﹤0.01%
489
-30
5525
$12K ﹤0.01%
403
-148
219 220
221
222 223