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
6051
$3K ﹤0.01%
649
+95
6052
$3K ﹤0.01%
+150
6053
$3K ﹤0.01%
544
-810
6054
$3K ﹤0.01%
100
-449
6055
$3K ﹤0.01%
710
-535
6056
$3K ﹤0.01%
67
-107
6057
$3K ﹤0.01%
166
6058
$3K ﹤0.01%
925
-384
6059
$3K ﹤0.01%
500
-216
6060
$3K ﹤0.01%
115
-140
6061
$3K ﹤0.01%
4
-51
6062
$3K ﹤0.01%
+615
6063
$3K ﹤0.01%
+42
6064
$3K ﹤0.01%
130
+1
6065
$3K ﹤0.01%
+631
6066
$3K ﹤0.01%
400
-3,222
6067
$3K ﹤0.01%
26
-79
6068
$3K ﹤0.01%
+284
6069
$3K ﹤0.01%
203
-1,110
6070
$3K ﹤0.01%
265
-897,173
6071
$3K ﹤0.01%
22
-19
6072
$3K ﹤0.01%
+43
6073
$3K ﹤0.01%
+1,035
6074
$3K ﹤0.01%
206
-451
6075
$3K ﹤0.01%
+624
241 242
243
244 245