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
6276
$1K ﹤0.01%
234
-5,259
6277
$1K ﹤0.01%
60
-435
6278
$1K ﹤0.01%
418
-1,300
6279
$1K ﹤0.01%
78
-1,082
6280
$1K ﹤0.01%
+244
6281
$1K ﹤0.01%
7,387
+3,130
6282
$1K ﹤0.01%
87
-1,640
6283
$1K ﹤0.01%
+1,055
6284
$1K ﹤0.01%
400
-600
6285
$1K ﹤0.01%
552
-248
6286
$1K ﹤0.01%
35
-165
6287
$1K ﹤0.01%
600
-232
6288
$1K ﹤0.01%
+23
6289
$1K ﹤0.01%
+2,850
6290
$1K ﹤0.01%
285
-358
6291
$1K ﹤0.01%
200
6292
$1K ﹤0.01%
+48
6293
$1K ﹤0.01%
1,180
-521
6294
$1K ﹤0.01%
9,442
+42
6295
$1K ﹤0.01%
2,220
-896
6296
$1K ﹤0.01%
+87,600
6297
$1K ﹤0.01%
+1,161
6298
$1K ﹤0.01%
2,120
-18,033
6299
$1K ﹤0.01%
158
-180
6300
$1K ﹤0.01%
200
-2,319
250 251
252
253 254