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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.610 | 0.680 | 0.070 |
Stocks | 99.200 | 99.200 | 0.000 |
Preferred | 0.120 | 0.120 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.098 | 16.758 |
Price to Book | 3.608 | 2.646 |
Price to Sales | 2.036 | 1.966 |
Price to Cash Flow | 14.129 | 10.194 |
Dividend Yield | 2.424 | 2.800 |
5 Years Earnings Growth | 8.176 | 12.026 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 32.750 | 13.966 |
Financial Services | 23.700 | 18.289 |
Industrials | 20.490 | 13.786 |
Consumer Defensive | 10.970 | 9.239 |
Basic Materials | 7.560 | 9.763 |
Technology | 2.380 | 19.994 |
Consumer Cyclical | 2.160 | 12.361 |
Number of long holdings: 62
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 8.21 | 95.66 | -0.99% | |
Novartis | CH0012005267 | 7.54 | 93.76 | +0.42% | |
Roche Holding Participation | CH0012032048 | 6.71 | 235.90 | -0.51% | |
UBS Group | CH0244767585 | 6.58 | 27.41 | -0.47% | |
ABB | CH0012221716 | 6.11 | 48.13 | +1.52% | |
Alcon | CH0432492467 | 4.39 | 80.66 | +0.72% | |
Zurich Insurance Group | CH0011075394 | 3.89 | 471.80 | 0.00% | |
Sika | CH0418792922 | 3.63 | 281.30 | -0.14% | |
Partners Group | CH0024608827 | 3.61 | 1,259.00 | +0.08% | |
Lonza Group | CH0013841017 | 3.31 | 514.60 | -2.76% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM 30 Global Leaders Equity AD EU | 2.46B | 3.82 | 6.74 | 11.86 | ||
UBAM 30 Global Leaders Equity R EUR | 2.46B | 3.47 | 5.68 | 10.75 | ||
LU0862309761 | 2.46B | 4.08 | 7.54 | - | ||
UBAM 30 Global Leaders Equity AC EU | 2.46B | 3.82 | 6.74 | 11.86 | ||
UBAM Swiss Eq IHC EUR | 1.83B | 5.74 | -1.04 | 5.90 |
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