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
6151
$2K ﹤0.01%
+326
6152
$2K ﹤0.01%
1
-1,144
6153
$2K ﹤0.01%
118
+94
6154
$2K ﹤0.01%
257
6155
$2K ﹤0.01%
+60
6156
$2K ﹤0.01%
+4
6157
$2K ﹤0.01%
423
-1,563
6158
$2K ﹤0.01%
+15
6159
$2K ﹤0.01%
+72
6160
$2K ﹤0.01%
+7
6161
$2K ﹤0.01%
500
-1,750
6162
$2K ﹤0.01%
39
-523
6163
$2K ﹤0.01%
800
-3,052
6164
$2K ﹤0.01%
449
+313
6165
– –
0
6166
$2K ﹤0.01%
+190
6167
$2K ﹤0.01%
892
-1,475
6168
$2K ﹤0.01%
800
-1,100
6169
$2K ﹤0.01%
212
+42
6170
$2K ﹤0.01%
232
-151
6171
$2K ﹤0.01%
67
-38
6172
$2K ﹤0.01%
+84
6173
$2K ﹤0.01%
+114
6174
$2K ﹤0.01%
155
-5,357
6175
$2K ﹤0.01%
+46
245 246
247
248 249