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
5776
$7K ﹤0.01%
1,307
-3,811
5777
$7K ﹤0.01%
1,206
-1,254
5778
$7K ﹤0.01%
321
-14,008
5779
$7K ﹤0.01%
394
+216
5780
$7K ﹤0.01%
265
+36
5781
$7K ﹤0.01%
156
-55
5782
$7K ﹤0.01%
296
5783
$7K ﹤0.01%
339
+271
5784
$7K ﹤0.01%
1,200
-13,581
5785
$7K ﹤0.01%
2,261
+1,145
5786
$7K ﹤0.01%
2,767
+1,496
5787
$7K ﹤0.01%
+2,118
5788
$7K ﹤0.01%
1,697
-1,625
5789
$7K ﹤0.01%
578
+112
5790
$7K ﹤0.01%
+276
5791
$7K ﹤0.01%
2,113
+1,013
5792
$7K ﹤0.01%
720
-283
5793
$7K ﹤0.01%
4,030
+147
5794
$7K ﹤0.01%
2,648
-3,716
5795
$7K ﹤0.01%
879
-1,351
5796
$7K ﹤0.01%
4,241
+600
5797
$7K ﹤0.01%
+3,445
5798
$7K ﹤0.01%
225
-141
5799
$7K ﹤0.01%
626
+375
5800
$7K ﹤0.01%
+1
230 231
232
233 234