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
5526
$12K ﹤0.01%
1,806
5527
$12K ﹤0.01%
517
-809
5528
$12K ﹤0.01%
714
+173
5529
$12K ﹤0.01%
+630
5530
$12K ﹤0.01%
2,044
+1,539
5531
$12K ﹤0.01%
+936
5532
$12K ﹤0.01%
8,000
+6,146
5533
$12K ﹤0.01%
6,209
-6,661
5534
$12K ﹤0.01%
+6,904
5535
$12K ﹤0.01%
+2,519
5536
$12K ﹤0.01%
1,663
+684
5537
$12K ﹤0.01%
200,000
-48
5538
$12K ﹤0.01%
1,180
+43
5539
$12K ﹤0.01%
1,707
+789
5540
$12K ﹤0.01%
483
-188
5541
$12K ﹤0.01%
8,292
+4,108
5542
$12K ﹤0.01%
4,450
+1,882
5543
$12K ﹤0.01%
2,142
+1,088
5544
$12K ﹤0.01%
2,457
-13,259
5545
$12K ﹤0.01%
635
-2,775
5546
$12K ﹤0.01%
1,016
-423
5547
$12K ﹤0.01%
4,359
+1,119
5548
$12K ﹤0.01%
+974
5549
$12K ﹤0.01%
1
-6
5550
$12K ﹤0.01%
+341
220 221
222
223 224