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 8.14%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6476
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-6
6477
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0
6478
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-1,725
6479
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6480
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6481
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6482
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6483
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-975
6484
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-1,925
6485
$0 ﹤0.01%
11
-1,136
6486
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-51
6487
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0
6488
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-2,418
6489
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-592
6490
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-900
6491
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6492
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-15
6493
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-3,636
6494
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6495
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6496
$0 ﹤0.01%
87
-993
6497
$0 ﹤0.01%
9
-45
6498
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-204
6499
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-274
6500
$0 ﹤0.01%
30
258 259
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261 262