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
5876
$6K ﹤0.01%
110
-66
5877
$6K ﹤0.01%
555
-477
5878
$6K ﹤0.01%
+240
5879
$6K ﹤0.01%
100
5880
$6K ﹤0.01%
+1,092
5881
$6K ﹤0.01%
427
-3,881
5882
$6K ﹤0.01%
4,950
-2,130
5883
$6K ﹤0.01%
+1,926
5884
$5K ﹤0.01%
432
-141
5885
$5K ﹤0.01%
95
-86
5886
$5K ﹤0.01%
200
-1,816
5887
$5K ﹤0.01%
2,117
-1,072
5888
$5K ﹤0.01%
+257
5889
$5K ﹤0.01%
656
-3,799
5890
$5K ﹤0.01%
20
-171
5891
$5K ﹤0.01%
641
+364
5892
$5K ﹤0.01%
1,023
-1,537
5893
$5K ﹤0.01%
304
-5,642
5894
$5K ﹤0.01%
3,474
+720
5895
$5K ﹤0.01%
394
-548
5896
$5K ﹤0.01%
812
-11,839
5897
$5K ﹤0.01%
+4,181
5898
$5K ﹤0.01%
368
-1,284
5899
$5K ﹤0.01%
15,595
+500
5900
$5K ﹤0.01%
861
-83
234 235
236
237 238