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
6026
$4K ﹤0.01%
400
-609
6027
$4K ﹤0.01%
1,683
+1,587
6028
$4K ﹤0.01%
1,717
+894
6029
$4K ﹤0.01%
+541
6030
$4K ﹤0.01%
218
-514
6031
$4K ﹤0.01%
+424
6032
$3K ﹤0.01%
+1,038
6033
$3K ﹤0.01%
1,000
6034
$3K ﹤0.01%
1,675
+379
6035
$3K ﹤0.01%
285
-9,000
6036
$3K ﹤0.01%
+398
6037
$3K ﹤0.01%
289
-133
6038
$3K ﹤0.01%
2,047
+1,063
6039
$3K ﹤0.01%
+31
6040
$3K ﹤0.01%
+212
6041
$3K ﹤0.01%
+510
6042
$3K ﹤0.01%
313
-122,981
6043
$3K ﹤0.01%
2,835
+2,813
6044
$3K ﹤0.01%
107
6045
$3K ﹤0.01%
+172
6046
$3K ﹤0.01%
+343
6047
– –
0
6048
$3K ﹤0.01%
+131
6049
$3K ﹤0.01%
+86
6050
– –
0
240 241
242
243 244