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
5851
$6K ﹤0.01%
1,911
+377
5852
$6K ﹤0.01%
92
+40
5853
$6K ﹤0.01%
+26
5854
$6K ﹤0.01%
479
-5,410
5855
$6K ﹤0.01%
+1,602
5856
$6K ﹤0.01%
102
-35
5857
$6K ﹤0.01%
+200
5858
$6K ﹤0.01%
1,355
+481
5859
$6K ﹤0.01%
+600
5860
$6K ﹤0.01%
1,950
+1,750
5861
$6K ﹤0.01%
398
-1,098
5862
$6K ﹤0.01%
2,271
+1,154
5863
$6K ﹤0.01%
+401
5864
$6K ﹤0.01%
+1,296
5865
$6K ﹤0.01%
+316
5866
$6K ﹤0.01%
+1,690
5867
$6K ﹤0.01%
3,484
-2,416
5868
$6K ﹤0.01%
2,035
+1,035
5869
$6K ﹤0.01%
+1,606
5870
$6K ﹤0.01%
+450
5871
$6K ﹤0.01%
200
-1,386
5872
$6K ﹤0.01%
431
+144
5873
$6K ﹤0.01%
8,753
+657
5874
$6K ﹤0.01%
+1,632
5875
$6K ﹤0.01%
300
233 234
235
236 237