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
6176
$2K ﹤0.01%
+1,195
6177
$2K ﹤0.01%
60
+8
6178
$2K ﹤0.01%
302
+52
6179
$2K ﹤0.01%
164
-4,907
6180
$2K ﹤0.01%
315
-1,467
6181
$2K ﹤0.01%
140
-554
6182
$2K ﹤0.01%
265
-1,634
6183
$2K ﹤0.01%
826
-11,799
6184
$2K ﹤0.01%
102
-788
6185
$2K ﹤0.01%
36
-22
6186
$2K ﹤0.01%
208
-413
6187
$2K ﹤0.01%
75
-813
6188
$2K ﹤0.01%
568
+376
6189
$2K ﹤0.01%
3,088
-6,678
6190
$2K ﹤0.01%
+500
6191
$2K ﹤0.01%
169
+97
6192
$2K ﹤0.01%
+1,275
6193
$2K ﹤0.01%
1,081
-1,407
6194
$2K ﹤0.01%
+614
6195
$2K ﹤0.01%
559
+143
6196
$2K ﹤0.01%
91
-79
6197
$2K ﹤0.01%
210
+180
6198
$2K ﹤0.01%
260
6199
$2K ﹤0.01%
166
-1,788
6200
$2K ﹤0.01%
+755
246 247
248
249 250