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
6251
$1K ﹤0.01%
420
-24,490
6252
– –
-1
6253
$1K ﹤0.01%
3
-36
6254
$1K ﹤0.01%
49
-657
6255
– –
0
6256
$1K ﹤0.01%
1,062
-1,147
6257
$1K ﹤0.01%
+46
6258
$1K ﹤0.01%
+610
6259
$1K ﹤0.01%
+400
6260
$1K ﹤0.01%
129
-1,871
6261
$1K ﹤0.01%
500
-499
6262
$1K ﹤0.01%
55
-973
6263
$1K ﹤0.01%
1,022
-15
6264
$1K ﹤0.01%
2,053
+1,403
6265
$1K ﹤0.01%
+350
6266
$1K ﹤0.01%
1,462
-2,269
6267
$1K ﹤0.01%
+90
6268
$1K ﹤0.01%
138
-490
6269
$1K ﹤0.01%
119
-24,378
6270
$1K ﹤0.01%
+409
6271
$1K ﹤0.01%
256
-744
6272
$1K ﹤0.01%
+3
6273
$1K ﹤0.01%
+615
6274
$1K ﹤0.01%
+160
6275
$1K ﹤0.01%
+516
249 250
251
252 253