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
5776
$7K ﹤0.01%
+922
5777
$7K ﹤0.01%
382
-957
5778
$7K ﹤0.01%
334
-2,458
5779
$7K ﹤0.01%
4,844
+1,291
5780
$7K ﹤0.01%
2,084
+343
5781
$7K ﹤0.01%
174
+124
5782
$7K ﹤0.01%
572
+549
5783
$7K ﹤0.01%
+2,000
5784
$7K ﹤0.01%
2,261
+1,145
5785
$7K ﹤0.01%
2,767
+1,496
5786
$7K ﹤0.01%
+2,118
5787
$7K ﹤0.01%
3,768
+2,268
5788
$7K ﹤0.01%
760
+408
5789
$7K ﹤0.01%
199
-1,810
5790
$7K ﹤0.01%
9,500
-8,154
5791
$7K ﹤0.01%
720
-283
5792
$7K ﹤0.01%
1,307
-3,811
5793
$7K ﹤0.01%
1,206
-1,254
5794
$7K ﹤0.01%
321
-14,008
5795
$7K ﹤0.01%
394
+216
5796
$7K ﹤0.01%
265
+36
5797
$7K ﹤0.01%
156
-55
5798
$7K ﹤0.01%
296
5799
$7K ﹤0.01%
339
+271
5800
$7K ﹤0.01%
1,200
-13,581
230 231
232
233 234