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
5801
$7K ﹤0.01%
1,697
-1,625
5802
$7K ﹤0.01%
578
+112
5803
$7K ﹤0.01%
+276
5804
$7K ﹤0.01%
2,113
+1,013
5805
$7K ﹤0.01%
403
+15
5806
$7K ﹤0.01%
2,648
-3,716
5807
$7K ﹤0.01%
879
-1,351
5808
$7K ﹤0.01%
4,241
+600
5809
$7K ﹤0.01%
+3,445
5810
$7K ﹤0.01%
225
-141
5811
$7K ﹤0.01%
626
+375
5812
$7K ﹤0.01%
+1
5813
$7K ﹤0.01%
300
-857
5814
$7K ﹤0.01%
+231
5815
$7K ﹤0.01%
497
+178
5816
$7K ﹤0.01%
169
-53
5817
$7K ﹤0.01%
1,972
+972
5818
$7K ﹤0.01%
441
+18
5819
$7K ﹤0.01%
6,450
+950
5820
$7K ﹤0.01%
+2,072
5821
$7K ﹤0.01%
254
-2,355
5822
$7K ﹤0.01%
+892
5823
$7K ﹤0.01%
+833
5824
$7K ﹤0.01%
+189
5825
$7K ﹤0.01%
1,794
-2,098
231 232
233
234 235