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
5751
$8K ﹤0.01%
+383
5752
$8K ﹤0.01%
1,576
+1,363
5753
$8K ﹤0.01%
9,304
+8,135
5754
$8K ﹤0.01%
5,014
-1,717
5755
$8K ﹤0.01%
2,700
+523
5756
$8K ﹤0.01%
600
5757
$8K ﹤0.01%
391
+264
5758
$8K ﹤0.01%
1,351
+81
5759
$8K ﹤0.01%
72
-248
5760
$8K ﹤0.01%
1,402
+197
5761
$8K ﹤0.01%
434
-718
5762
$8K ﹤0.01%
+2,847
5763
$8K ﹤0.01%
1,039
+539
5764
$8K ﹤0.01%
+311
5765
$8K ﹤0.01%
1,328
+550
5766
$8K ﹤0.01%
+666
5767
$8K ﹤0.01%
524
-60
5768
$8K ﹤0.01%
335
+93
5769
$8K ﹤0.01%
422
-199
5770
$8K ﹤0.01%
373
+47
5771
$8K ﹤0.01%
200
5772
$8K ﹤0.01%
+1,079
5773
$8K ﹤0.01%
592
-1,178
5774
$8K ﹤0.01%
3,157
+2,022
5775
$7K ﹤0.01%
+500
229 230
231
232 233