
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.270 | 107.640 | 104.370 |
Shares | 24.750 | 24.780 | 0.030 |
Bonds | 60.560 | 66.470 | 5.910 |
Convertible | 0.170 | 0.170 | 0.000 |
Other | 11.250 | 11.250 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.872 | 17.034 |
Price to Book | 3.066 | 2.786 |
Price to Sales | 2.291 | 2.061 |
Price to Cash Flow | 13.000 | 11.714 |
Dividend Yield | 2.343 | 2.694 |
5 Years Earnings Growth | 11.078 | 10.042 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.000 | 17.276 |
Financial Services | 18.090 | 17.455 |
Healthcare | 16.300 | 18.815 |
Consumer Cyclical | 9.740 | 9.728 |
Industrials | 9.690 | 10.432 |
Consumer Defensive | 8.400 | 9.676 |
Communication Services | 7.390 | 5.314 |
Basic Materials | 4.780 | 5.291 |
Real Estate | 2.140 | 4.425 |
Energy | 2.140 | 2.791 |
Utilities | 1.340 | 2.004 |
Number of long holdings: 43
Number of short holdings: 24
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS InvF Bds CHF Inl ESG Pas II I-X-acc | CH0594527738 | 27.25 | - | - | |
UBSCH IF3 GblAgBdsESGPass CHFh II I-Xacc | CH1162399898 | 20.17 | - | - | |
UBS CH IF3 RealEstSwitzFdsIdxNSL I-Xacc | CH0042114378 | 11.24 | - | - | |
UBS InvF Eq SwitzerlandESGPassAll II UXa | CH0596284569 | 7.21 | - | - | |
UBS Inv Fd- Bd CHF Aus ESG Pas II IX | CH0594527746 | 7.11 | - | - | |
UBSCH IF3 Bds USD EmMaAgESGIdxHgdNSL IXa | CH0244558836 | 6.93 | - | - | |
UBS (CH) IF Eq Glb ESG Ldrs Psv II I-X | CH1112281725 | 6.91 | - | - | |
UBS (CH) IF Eq Glb ESGLd Pas CHFh II I-X | CH1112281782 | 5.93 | - | - | |
UBS (CH) IF Eq EM GlbESGLd PasII CHF I-X | CH1167887459 | 4.08 | - | - | |
Xtrackers S&P 500 Equal Weight ESG UCITS 1C | IE0004MFRED4 | 1.00 | 41.68 | +0.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 8.54B | -8.33 | 8.85 | 11.24 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.56B | -4.86 | 8.13 | 9.04 | ||
UBS CH Vitainvest 50 World U | 4.26B | -1.00 | -0.01 | 2.07 | ||
UBS CH Institutional Fund 2 EquiSCA | 2.93B | -6.05 | 0.32 | 5.61 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.93B | -12.23 | -0.78 | 5.46 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review