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
5651
$10K ﹤0.01%
397
-281
5652
$10K ﹤0.01%
1,000
5653
$10K ﹤0.01%
400
-30
5654
$10K ﹤0.01%
2,179
+512
5655
$9K ﹤0.01%
+1,012
5656
$9K ﹤0.01%
1,534
-544
5657
$9K ﹤0.01%
926
+426
5658
$9K ﹤0.01%
4,129
-908
5659
$9K ﹤0.01%
1,108
-20,392
5660
$9K ﹤0.01%
1,981
-10,123
5661
$9K ﹤0.01%
261
+33
5662
$9K ﹤0.01%
1,476
+768
5663
$9K ﹤0.01%
+64
5664
$9K ﹤0.01%
3,106
-2,191
5665
$9K ﹤0.01%
+624
5666
$9K ﹤0.01%
+797
5667
$9K ﹤0.01%
+2
5668
$9K ﹤0.01%
+159
5669
$9K ﹤0.01%
283
-777
5670
$9K ﹤0.01%
3,514
+1,633
5671
$9K ﹤0.01%
1,189
-1,890
5672
– –
0
5673
$9K ﹤0.01%
500
5674
$9K ﹤0.01%
+260
5675
$9K ﹤0.01%
+675
225 226
227
228 229