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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.650 | 24.080 | 19.430 |
Stocks | 74.910 | 74.930 | 0.020 |
Bonds | 10.640 | 11.610 | 0.970 |
Convertible | 0.090 | 0.090 | 0.000 |
Other | 9.710 | 9.990 | 0.280 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.813 | 15.734 |
Price to Book | 2.690 | 2.399 |
Price to Sales | 1.934 | 1.595 |
Price to Cash Flow | 9.072 | 9.504 |
Dividend Yield | 2.903 | 2.968 |
5 Years Earnings Growth | 6.718 | 9.547 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 31.510 | 17.955 |
Consumer Defensive | 21.130 | 11.894 |
Financial Services | 16.320 | 14.856 |
Industrials | 9.840 | 11.760 |
Technology | 6.730 | 14.207 |
Consumer Cyclical | 5.220 | 8.350 |
Basic Materials | 4.340 | 6.679 |
Communication Services | 2.610 | 5.350 |
Utilities | 0.950 | 1.616 |
Real Estate | 0.750 | 4.137 |
Energy | 0.610 | 4.560 |
Number of long holdings: 37
Number of short holdings: 19
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS (CH) Mgr Sel Eqs Switzerland XT1 X | CH0016631340 | 14.99 | - | - | |
UBS (CH) Mgr Sel Eqs Switzerland XT3 X | CH0016631365 | 14.99 | - | - | |
UBS (CH) Equity Fund CH Sustainable U-X | CH0546052827 | 14.98 | - | - | |
UBS (CH) Mgr Sel Eqs Switzerland XT2 X | CH0016631357 | 14.97 | - | - | |
UBS CH Institutional Fund - Swiss Real Estate Sele | CH0035433595 | 9.87 | 2,133.890 | -0.39% | |
UBS CH Bond Fund - CHF Domestic CHF U-X | CH0111018120 | 7.97 | 9,591.360 | -0.18% | |
UBS CH Institutional Fund - Equities International | CH0032871029 | 5.16 | 1,900.070 | -0.89% | |
UBS (CH) IF Eqs Glbl Clmt Awr II U-X | CH0461918887 | 4.10 | - | - | |
UBS CH Manager Selection Fund - Equities Global XT | CH0016631381 | 2.58 | 2,130.320 | -0.06% | |
UBS CH Manager Selection Fund - Equities Global XT | CH0016631399 | 2.55 | 1,865.910 | -0.46% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9B | 15.34 | 7.49 | 12.79 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.24B | 14.71 | 6.35 | 9.94 | ||
UBS CH Vitainvest 50 World U | 4.41B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquUSAX | 2.26B | 11.99 | 9.95 | 12.62 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.22B | 8.10 | -1.28 | 7.33 |
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