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 8.14%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5601
$10K ﹤0.01%
+721
5602
$10K ﹤0.01%
+3,157
5603
$10K ﹤0.01%
+2,834
5604
$10K ﹤0.01%
247
+35
5605
$10K ﹤0.01%
+517
5606
$10K ﹤0.01%
163
-4,393
5607
$10K ﹤0.01%
+1,647
5608
$10K ﹤0.01%
536
+178
5609
$10K ﹤0.01%
7,232
+1,481
5610
$10K ﹤0.01%
+806
5611
$10K ﹤0.01%
397
-281
5612
$10K ﹤0.01%
1,000
5613
$10K ﹤0.01%
400
-30
5614
$10K ﹤0.01%
1,223
-245
5615
$10K ﹤0.01%
1,302
+852
5616
$10K ﹤0.01%
560
-291
5617
$10K ﹤0.01%
400
+200
5618
$10K ﹤0.01%
378
-992
5619
$10K ﹤0.01%
1,254
-207
5620
$10K ﹤0.01%
511
-669
5621
$10K ﹤0.01%
+3,781
5622
$10K ﹤0.01%
+385
5623
$10K ﹤0.01%
2,293
-17,915
5624
$10K ﹤0.01%
122
-442
5625
$10K ﹤0.01%
1,459
+1,073
223 224
225
226 227