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
5701
$9K ﹤0.01%
+1,743
5702
$9K ﹤0.01%
2,349
+1,748
5703
$9K ﹤0.01%
23,100
5704
$9K ﹤0.01%
1,691
-2,161
5705
$9K ﹤0.01%
+775
5706
$9K ﹤0.01%
8,074
5707
$8K ﹤0.01%
318
-430
5708
$8K ﹤0.01%
1,598
-1,031
5709
$8K ﹤0.01%
+535
5710
$8K ﹤0.01%
400
-4,397
5711
$8K ﹤0.01%
2,000
5712
$8K ﹤0.01%
284
-3,374
5713
$8K ﹤0.01%
+784
5714
$8K ﹤0.01%
600
-577
5715
$8K ﹤0.01%
1,424
+1,161
5716
$8K ﹤0.01%
346
+178
5717
$8K ﹤0.01%
+594
5718
$8K ﹤0.01%
493
+490
5719
$8K ﹤0.01%
+25
5720
$8K ﹤0.01%
488
-917
5721
$8K ﹤0.01%
2,105
-345
5722
$8K ﹤0.01%
319
-782
5723
$8K ﹤0.01%
952
-143
5724
$8K ﹤0.01%
5
+4
5725
$8K ﹤0.01%
848
+220
227 228
229
230 231