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
5951
$5K ﹤0.01%
291
-761
5952
$4K ﹤0.01%
+424
5953
$4K ﹤0.01%
+3
5954
$4K ﹤0.01%
142
-423
5955
$4K ﹤0.01%
636
+564
5956
$4K ﹤0.01%
+1,079
5957
$4K ﹤0.01%
10
-7
5958
$4K ﹤0.01%
332
+232
5959
$4K ﹤0.01%
1,671
+309
5960
$4K ﹤0.01%
+2,330
5961
$4K ﹤0.01%
156
-814
5962
$4K ﹤0.01%
+688
5963
$4K ﹤0.01%
249
+237
5964
$4K ﹤0.01%
2,000
-4,612
5965
$4K ﹤0.01%
92
+22
5966
$4K ﹤0.01%
+1
5967
$4K ﹤0.01%
+1,031
5968
$4K ﹤0.01%
+976
5969
$4K ﹤0.01%
113
-1,621
5970
$4K ﹤0.01%
494
-1,140
5971
$4K ﹤0.01%
7
+5
5972
– –
0
5973
$4K ﹤0.01%
800
5974
$4K ﹤0.01%
100
5975
$4K ﹤0.01%
75
-152
237 238
239
240 241