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
6226
$1K ﹤0.01%
+70
6227
$1K ﹤0.01%
166
-305
6228
$1K ﹤0.01%
76
-13
6229
$1K ﹤0.01%
+30
6230
$1K ﹤0.01%
55
-2,063
6231
$1K ﹤0.01%
+5
6232
$1K ﹤0.01%
1,006
+881
6233
$1K ﹤0.01%
35
-617
6234
$1K ﹤0.01%
54
-1,709
6235
$1K ﹤0.01%
59
-613
6236
$1K ﹤0.01%
1,011
+464
6237
$1K ﹤0.01%
+19
6238
$1K ﹤0.01%
+44
6239
$1K ﹤0.01%
+191
6240
$1K ﹤0.01%
200
-717
6241
$1K ﹤0.01%
769
-8,124
6242
$1K ﹤0.01%
+466
6243
$1K ﹤0.01%
+165
6244
$1K ﹤0.01%
90
6245
– –
0
6246
$1K ﹤0.01%
100
-791
6247
$1K ﹤0.01%
369
-13,487
6248
$1K ﹤0.01%
338
-1,373
6249
$1K ﹤0.01%
90
-10
6250
$1K ﹤0.01%
+78
248 249
250
251 252