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
2026
$2.05M ﹤0.01%
40,155
+14,106
2027
$2.05M ﹤0.01%
57,447
+1,522
2028
$2.05M ﹤0.01%
79,167
+41,778
2029
$2.05M ﹤0.01%
129,880
-480
2030
$2.05M ﹤0.01%
79,655
-33,101
2031
$2.04M ﹤0.01%
136,075
-8,418
2032
$2.04M ﹤0.01%
50,424
+7,762
2033
$2.04M ﹤0.01%
22,822
+7,204
2034
$2.04M ﹤0.01%
134,715
+134,215
2035
$2.04M ﹤0.01%
43,779
-3,052
2036
$2.04M ﹤0.01%
403,827
+48,611
2037
$2.04M ﹤0.01%
49,478
-11,187
2038
$2.03M ﹤0.01%
75,157
+44,452
2039
$2.02M ﹤0.01%
16,476
+677
2040
$2.02M ﹤0.01%
164,020
+41,926
2041
$2.02M ﹤0.01%
50,682
-5,031
2042
$2.02M ﹤0.01%
52,920
+3,288
2043
$2.01M ﹤0.01%
67,499
-24,361
2044
$2.01M ﹤0.01%
93,856
-415,988
2045
$2.01M ﹤0.01%
30,383
-13,482
2046
$2M ﹤0.01%
117,553
+45,332
2047
$1.99M ﹤0.01%
68,446
-1,656
2048
$1.98M ﹤0.01%
21,838
-8,048
2049
$1.98M ﹤0.01%
59,728
-8,620
2050
$1.98M ﹤0.01%
115,994
-13,589
80 81
82
83 84