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
6126
– –
0
6127
$2K ﹤0.01%
94
+80
6128
$2K ﹤0.01%
98
-476
6129
– –
0
6130
$2K ﹤0.01%
82
-2,098
6131
$2K ﹤0.01%
79
-534
6132
$2K ﹤0.01%
113
-117
6133
$2K ﹤0.01%
25
6134
$2K ﹤0.01%
+1,116
6135
$2K ﹤0.01%
114
-469
6136
$2K ﹤0.01%
257
6137
$2K ﹤0.01%
+60
6138
$2K ﹤0.01%
+4
6139
$2K ﹤0.01%
423
-1,563
6140
$2K ﹤0.01%
+15
6141
$2K ﹤0.01%
+7
6142
$2K ﹤0.01%
500
-1,750
6143
$2K ﹤0.01%
39
-523
6144
$2K ﹤0.01%
800
-3,052
6145
$2K ﹤0.01%
+190
6146
– –
0
6147
$2K ﹤0.01%
+30,386
6148
$2K ﹤0.01%
+614
6149
$2K ﹤0.01%
559
+143
6150
$2K ﹤0.01%
91
-79
244 245
246
247 248