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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.700 | 74.120 | 69.420 |
Stocks | 51.650 | 51.650 | 0.000 |
Bonds | 40.470 | 40.530 | 0.060 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Other | 3.080 | 3.080 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.855 | 15.103 |
Price to Book | 2.582 | 2.069 |
Price to Sales | 1.853 | 1.531 |
Price to Cash Flow | 11.975 | 8.399 |
Dividend Yield | 2.031 | 2.632 |
5 Years Earnings Growth | 10.526 | 12.325 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.550 | 17.094 |
Financial Services | 15.010 | 16.626 |
Healthcare | 12.590 | 11.449 |
Industrials | 9.970 | 12.409 |
Consumer Defensive | 8.770 | 6.861 |
Consumer Cyclical | 8.570 | 13.019 |
Basic Materials | 6.460 | 6.291 |
Communication Services | 5.650 | 7.826 |
Energy | 2.980 | 5.547 |
Utilities | 2.660 | 3.891 |
Real Estate | 1.780 | 2.823 |
Number of long holdings: 80
Number of short holdings: 50
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS (Lux) Bond SICAV - USD Investment Grade Corpor | LU1469614280 | 15.99 | 12,036.560 | -0.12% | |
UBS (Lux) Equity SICAV - Engage for Impact (USD) U | LU2393191064 | 15.18 | 9,980.250 | -0.13% | |
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon | IE00BDQZMX67 | 10.04 | 15.74 | 0.00% | |
UBS (Lux) Bond SICAV - Green Social Sustainable Bo | LU2388910510 | 8.97 | 8,933.200 | +0.19% | |
UBS(Lux)FS Sst DevpmtBkBds5-10IdxU-X$Acc | LU2562963061 | 6.21 | - | - | |
UBS (Lux) ES Active Clmt Awr USD I-X | LU2191834451 | 5.03 | - | - | |
UBS (Lux) Equity Fund - Global Sustainable Improve | LU2391792749 | 5.00 | 10,602.260 | -0.13% | |
UBS (Lux) ES L/T Thms $ USD U-X-acc | LU2384721481 | 4.99 | - | - | |
UBS (Lux) ES Glb Opp sust($)U-XAcc | LU2100403588 | 4.94 | - | - | |
UBS Lux Equity SICAV - Global High Dividend USD I- | LU0745893759 | 4.05 | 312.290 | -0.34% |
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