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
5626
$10K ﹤0.01%
163
-4,393
5627
$10K ﹤0.01%
+1,647
5628
$10K ﹤0.01%
400
+200
5629
$10K ﹤0.01%
874
+412
5630
$10K ﹤0.01%
217
-151
5631
$10K ﹤0.01%
+1,408
5632
$10K ﹤0.01%
1,819
-599
5633
$10K ﹤0.01%
111
-19
5634
$10K ﹤0.01%
+721
5635
$10K ﹤0.01%
+3,157
5636
$10K ﹤0.01%
+2,834
5637
$10K ﹤0.01%
247
+35
5638
$10K ﹤0.01%
536
+178
5639
$10K ﹤0.01%
7,232
+1,481
5640
$10K ﹤0.01%
+248
5641
$10K ﹤0.01%
+517
5642
$10K ﹤0.01%
+590
5643
$10K ﹤0.01%
10,402
-3,737
5644
$10K ﹤0.01%
536
-545
5645
$10K ﹤0.01%
318
+194
5646
$10K ﹤0.01%
1,601
+1,040
5647
$10K ﹤0.01%
+1,115
5648
$10K ﹤0.01%
885
+220
5649
$10K ﹤0.01%
354
+101
5650
$10K ﹤0.01%
+806
224 225
226
227 228