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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.640 | 0.960 | 0.320 |
Stocks | 99.360 | 99.380 | 0.020 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.937 | 20.017 |
Price to Book | 3.935 | 3.712 |
Price to Sales | 2.552 | 2.465 |
Price to Cash Flow | 14.193 | 13.637 |
Dividend Yield | 1.515 | 1.594 |
5 Years Earnings Growth | 11.655 | 11.669 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.330 | 28.266 |
Financial Services | 12.440 | 13.987 |
Healthcare | 12.170 | 13.431 |
Consumer Cyclical | 10.500 | 10.521 |
Communication Services | 9.190 | 8.652 |
Industrials | 8.370 | 8.872 |
Consumer Defensive | 6.010 | 5.887 |
Energy | 4.150 | 4.187 |
Utilities | 2.390 | 2.505 |
Real Estate | 2.240 | 2.381 |
Basic Materials | 2.200 | 3.017 |
Number of long holdings: 619
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.20 | 453.82 | +0.37% | |
Apple | US0378331005 | 5.65 | 213.89 | +0.30% | |
NVIDIA | US67066G1040 | 4.82 | 124.88 | -1.20% | |
Amazon.com | US0231351067 | 3.67 | 198.53 | +2.54% | |
Alphabet A | US02079K3059 | 2.17 | 184.77 | +0.48% | |
Meta Platforms | US30303M1027 | 2.15 | 518.79 | +1.11% | |
Alphabet C | US02079K1079 | 1.91 | 186.21 | +0.45% | |
Eli Lilly | US5324571083 | 1.43 | 903.98 | +0.30% | |
Broadcom | US11135F1012 | 1.31 | 1,578.63 | -0.84% | |
JPMorgan | US46625H1005 | 1.25 | 198.94 | +0.76% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 8.96B | 18.88 | 8.88 | 12.69 | ||
UBS CH Vitainvest 50 World U | 4.4B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.22B | 17.83 | 7.25 | 9.85 | ||
UBS CH Institutional Fund 2 EquUSAX | 2.29B | 11.99 | 9.95 | 12.62 | ||
UBS CH Institutional Fund 2 EquUSAA | 2.29B | 18.79 | 8.66 | 12.45 |
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