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
5726
$8K ﹤0.01%
+297
5727
$8K ﹤0.01%
1,182
+461
5728
$8K ﹤0.01%
+3,875
5729
$8K ﹤0.01%
850
-818
5730
$8K ﹤0.01%
555
-264
5731
$8K ﹤0.01%
+461
5732
$8K ﹤0.01%
+975
5733
$8K ﹤0.01%
432
-966
5734
$8K ﹤0.01%
500
-541
5735
$8K ﹤0.01%
+1,173
5736
$8K ﹤0.01%
+347
5737
$8K ﹤0.01%
+28
5738
$8K ﹤0.01%
+500
5739
$8K ﹤0.01%
756
-2,043
5740
$8K ﹤0.01%
1,029
-312
5741
$8K ﹤0.01%
173
-1,160
5742
$8K ﹤0.01%
368
+166
5743
$8K ﹤0.01%
653
+453
5744
$8K ﹤0.01%
+383
5745
$8K ﹤0.01%
1,576
+1,363
5746
$8K ﹤0.01%
9,304
+8,135
5747
$8K ﹤0.01%
5,014
-1,717
5748
$8K ﹤0.01%
2,700
+523
5749
$8K ﹤0.01%
600
5750
$8K ﹤0.01%
391
+264
228 229
230
231 232