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
5926
$5K ﹤0.01%
200
-676
5927
$5K ﹤0.01%
245
-1,123
5928
$5K ﹤0.01%
1,094
+193
5929
$5K ﹤0.01%
+202
5930
$5K ﹤0.01%
233
-70
5931
$5K ﹤0.01%
+214
5932
$5K ﹤0.01%
707
+451
5933
$5K ﹤0.01%
1,589
+167
5934
$5K ﹤0.01%
999
+779
5935
$5K ﹤0.01%
+200
5936
$5K ﹤0.01%
14,332
+11,511
5937
$5K ﹤0.01%
+625
5938
$5K ﹤0.01%
129
5939
$5K ﹤0.01%
625
5940
$5K ﹤0.01%
525
-5,027
5941
$5K ﹤0.01%
+237
5942
$5K ﹤0.01%
841
-89
5943
$5K ﹤0.01%
+190
5944
$5K ﹤0.01%
426
+100
5945
$5K ﹤0.01%
+754
5946
$5K ﹤0.01%
+242
5947
$5K ﹤0.01%
409
-350
5948
$5K ﹤0.01%
2,500
-17,500
5949
$5K ﹤0.01%
+525
5950
$5K ﹤0.01%
+116
236 237
238
239 240