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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.220 | 24.670 | 23.450 |
Stocks | 26.210 | 26.220 | 0.010 |
Bonds | 43.880 | 45.340 | 1.460 |
Convertible | 0.220 | 0.220 | 0.000 |
Other | 28.470 | 28.470 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.157 | 16.931 |
Price to Book | 3.092 | 2.779 |
Price to Sales | 2.113 | 2.013 |
Price to Cash Flow | 13.189 | 11.901 |
Dividend Yield | 2.645 | 2.701 |
5 Years Earnings Growth | 13.771 | 11.698 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 21.180 | 19.182 |
Technology | 16.670 | 17.978 |
Financial Services | 16.290 | 16.551 |
Industrials | 12.250 | 10.895 |
Consumer Defensive | 11.190 | 10.068 |
Consumer Cyclical | 7.570 | 9.143 |
Basic Materials | 5.380 | 5.395 |
Communication Services | 4.030 | 5.088 |
Energy | 2.410 | 2.998 |
Utilities | 1.720 | 1.852 |
Real Estate | 1.310 | 4.228 |
Number of long holdings: 85
Number of short holdings: 18
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS (CH) IF Bds CHF Inl Corp Pasv II U-X | CH0189613760 | 18.16 | - | - | |
UBS (CH) IF Bds CHF Prime Ausland U-X | CH0318156509 | 15.68 | - | - | |
UBS (CH) IF Bds CHF Aus Corp Pasv II U-X | CH0189613703 | 12.22 | - | - | |
UBS CH IF3 RealEstSwitzFdsIdxNSL I-Xacc | CH0042114378 | 10.26 | - | - | |
UBS (Lux) BS USDInvmGrdCorSust$CHFHUXacc | LU1469622465 | 10.00 | - | - | |
UBS (Lux) BS € Corp Sust € CHF H U-X-acc | LU1383449839 | 7.01 | - | - | |
UBS CH Investment Fund - Equities USA Passive I-X | CH0015799809 | 6.93 | 4,263.850 | +0.76% | |
UBS CH Institutional Fund - Small & Mid Cap Equiti | CH0015800003 | 2.93 | 556.000 | +0.11% | |
UBS ETF MSCI EMU UCITS EUR A-dis | LU0147308422 | 1.99 | 159.78 | -0.01% | |
UBS ETFs plc - MSCI ACWI SF UCITS ETF (USD) A-acc | IE00BYM11H29 | 1.97 | 191.42 | -0.59% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 8.87B | 34.35 | 9.07 | 12.32 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.37B | 28.57 | 7.61 | 9.70 | ||
UBS CH Vitainvest 50 World U | 4.34B | 8.31 | -0.67 | 2.51 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.74B | 11.50 | -1.36 | 6.69 | ||
UBS CH Institutional Fund 2 EquiSCB | 2.74B | 11.45 | -1.42 | 6.63 |
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