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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.490 | 0.500 | 0.010 |
Stocks | 99.520 | 99.520 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.738 | 20.379 |
Price to Book | 4.096 | 3.907 |
Price to Sales | 2.661 | 2.644 |
Price to Cash Flow | 14.430 | 14.235 |
Dividend Yield | 1.461 | 1.567 |
5 Years Earnings Growth | 11.766 | 12.106 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.590 | 28.495 |
Financial Services | 12.310 | 16.632 |
Healthcare | 11.880 | 12.894 |
Consumer Cyclical | 10.060 | 10.063 |
Communication Services | 9.350 | 8.187 |
Industrials | 8.120 | 8.565 |
Consumer Defensive | 5.890 | 5.641 |
Energy | 3.910 | 3.444 |
Utilities | 2.490 | 2.393 |
Real Estate | 2.240 | 2.405 |
Basic Materials | 2.150 | 2.797 |
Number of long holdings: 615
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.33 | 412.87 | -0.43% | |
Apple | US0378331005 | 6.10 | 228.52 | -0.21% | |
NVIDIA | US67066G1040 | 5.85 | 146.67 | +0.53% | |
Amazon.com | US0231351067 | 3.54 | 198.38 | -2.22% | |
Meta Platforms | US30303M1027 | 2.24 | 563.09 | -0.43% | |
Alphabet A | US02079K3059 | 2.20 | 167.63 | -4.74% | |
Alphabet C | US02079K1079 | 1.94 | 169.24 | -4.56% | |
Eli Lilly | US5324571083 | 1.43 | 749.92 | -0.46% | |
Broadcom | US11135F1012 | 1.28 | 163.94 | +0.42% | |
JPMorgan | US46625H1005 | 1.26 | 244.76 | +1.65% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.55B | 24.08 | 6.31 | 11.73 | ||
UBS CH Vitainvest 50 World U | 4.35B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.37B | 20.41 | 4.96 | 9.21 | ||
UBS CH Institutional Fund 2 EquiSCA | 2.81B | 11.47 | -1.07 | 6.69 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.81B | 11.68 | -0.82 | 6.98 |
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