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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.680 | 68.450 | 63.770 |
Shares | 55.540 | 55.570 | 0.030 |
Bonds | 36.390 | 36.410 | 0.020 |
Convertible | 0.080 | 0.080 | 0.000 |
Preferred | 0.130 | 0.130 | 0.000 |
Other | 3.190 | 3.190 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.715 | 15.268 |
Price to Book | 2.736 | 2.126 |
Price to Sales | 2.275 | 1.584 |
Price to Cash Flow | 12.083 | 8.754 |
Dividend Yield | 2.091 | 2.582 |
5 Years Earnings Growth | 10.400 | 12.268 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.120 | 17.592 |
Financial Services | 14.990 | 16.809 |
Healthcare | 12.820 | 11.082 |
Industrials | 9.210 | 12.554 |
Consumer Cyclical | 8.900 | 12.835 |
Consumer Defensive | 6.610 | 6.687 |
Communication Services | 5.860 | 7.916 |
Basic Materials | 3.410 | 6.189 |
Utilities | 2.850 | 3.882 |
Energy | 2.370 | 5.517 |
Real Estate | 1.860 | 2.746 |
Number of long holdings: 86
Number of short holdings: 56
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS (Lux) Equity SICAV - Engage for Impact (USD) U | LU2393191064 | 15.98 | 11,102.170 | +0.37% | |
UBS (Lux) Bond SICAV - USD Investment Grade Corpor | LU1469614280 | 13.31 | 12,878.510 | -0.11% | |
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon | IE00BDQZMX67 | 10.65 | 16.75 | +1.27% | |
UBS (Lux) Bond SICAV - Green Social Sustainable Bo | LU2388910510 | 9.19 | 9,357.360 | -0.09% | |
UBS (Lux) ES Glb Opp sust($)U-XAcc | LU2100403588 | 6.46 | - | - | |
UBS (Lux) Equity Fund - Global Sustainable Improve | LU2391792749 | 5.28 | 11,701.800 | +0.62% | |
UBS Lux Equity SICAV - Global High Dividend USD I- | LU0745893759 | 4.39 | 337.760 | -0.03% | |
UBS (Lux) ES Active Clmt Awr USD I-X | LU2191834451 | 4.27 | - | - | |
UBS (Lux) ES L/T Thms $ USD U-X-acc | LU2384721481 | 4.23 | - | - | |
UBS(Lux)FS Sst DevpmtBkBds5-10IdxU-X$Acc | LU2562963061 | 3.69 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1227825731 | 2.94B | 8.61 | -5.19 | - | ||
LU1121136656 | 821.61M | -1.73 | 2.38 | 2.78 | ||
LU1089952383 | 384.46M | 3.44 | 5.11 | 4.15 |
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