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
5826
$7K ﹤0.01%
277
-548
5827
– –
0
5828
$6K ﹤0.01%
1,607
+988
5829
$6K ﹤0.01%
870
5830
$6K ﹤0.01%
1,509
+924
5831
$6K ﹤0.01%
3,000
-1,121
5832
$6K ﹤0.01%
1,638
-2,273
5833
$6K ﹤0.01%
37
-62
5834
$6K ﹤0.01%
+468
5835
$6K ﹤0.01%
400
5836
$6K ﹤0.01%
331
+54
5837
$6K ﹤0.01%
419
-569
5838
$6K ﹤0.01%
+2,668
5839
$6K ﹤0.01%
+6
5840
$6K ﹤0.01%
10
5841
$6K ﹤0.01%
+950
5842
$6K ﹤0.01%
899
-1,618
5843
$6K ﹤0.01%
4,073
+1,155
5844
$6K ﹤0.01%
426
5845
$6K ﹤0.01%
2
-2
5846
$6K ﹤0.01%
355
-53,134
5847
$6K ﹤0.01%
396
5848
$6K ﹤0.01%
1,700
+1,421
5849
$6K ﹤0.01%
500
-14,675
5850
$6K ﹤0.01%
656
-890
232 233
234
235 236