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
5976
$4K ﹤0.01%
92
-469
5977
$4K ﹤0.01%
210
5978
$4K ﹤0.01%
+3,755
5979
$4K ﹤0.01%
506
+406
5980
$4K ﹤0.01%
+246
5981
$4K ﹤0.01%
70
-681
5982
$4K ﹤0.01%
+188
5983
$4K ﹤0.01%
+26
5984
$4K ﹤0.01%
710
-161
5985
$4K ﹤0.01%
99
+92
5986
$4K ﹤0.01%
16
-9
5987
$4K ﹤0.01%
+2
5988
$4K ﹤0.01%
+235
5989
$4K ﹤0.01%
500
-255
5990
$4K ﹤0.01%
535
-1,261
5991
$4K ﹤0.01%
1,663
+1,565
5992
$4K ﹤0.01%
660
-8,621
5993
$4K ﹤0.01%
570
-1,791
5994
$4K ﹤0.01%
840
-120
5995
$4K ﹤0.01%
862
-3,760
5996
$4K ﹤0.01%
55
-1,022
5997
$4K ﹤0.01%
178
+124
5998
$4K ﹤0.01%
+185
5999
$4K ﹤0.01%
1,963
+1,045
6000
$4K ﹤0.01%
78
-44
238 239
240
241 242