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
5826
$7K ﹤0.01%
277
-548
5827
$6K ﹤0.01%
1,607
+988
5828
$6K ﹤0.01%
870
5829
$6K ﹤0.01%
+200
5830
$6K ﹤0.01%
1,355
+481
5831
$6K ﹤0.01%
+600
5832
$6K ﹤0.01%
1,950
+1,750
5833
$6K ﹤0.01%
431
+144
5834
$6K ﹤0.01%
8,753
+657
5835
$6K ﹤0.01%
+1,632
5836
$6K ﹤0.01%
300
5837
$6K ﹤0.01%
419
-569
5838
$6K ﹤0.01%
1,509
+924
5839
$6K ﹤0.01%
3,000
-1,121
5840
$6K ﹤0.01%
1,638
-2,273
5841
$6K ﹤0.01%
37
-62
5842
$6K ﹤0.01%
+468
5843
$6K ﹤0.01%
400
5844
$6K ﹤0.01%
331
+54
5845
$6K ﹤0.01%
+2,668
5846
$6K ﹤0.01%
+6
5847
$6K ﹤0.01%
10
5848
$6K ﹤0.01%
+950
5849
– –
0
5850
$6K ﹤0.01%
899
-1,618
232 233
234
235 236