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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 0.550 | 0.560 | 0.010 |
| Shares | 99.350 | 99.350 | 0.000 |
| Preferred | 0.090 | 0.090 | 0.000 |
| Other | 0.020 | 0.020 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 20.017 | 17.084 |
| Price to Book | 3.596 | 2.786 |
| Price to Sales | 2.531 | 2.187 |
| Price to Cash Flow | 16.120 | 10.662 |
| Dividend Yield | 2.565 | 2.726 |
| 5 Years Earnings Growth | 8.984 | 12.076 |
| Name | Net % | Category Average |
|---|---|---|
| Healthcare | 29.830 | 11.946 |
| Financial Services | 25.170 | 20.289 |
| Industrials | 23.220 | 14.147 |
| Consumer Defensive | 8.730 | 7.813 |
| Basic Materials | 7.060 | 9.209 |
| Consumer Cyclical | 3.330 | 12.097 |
| Technology | 1.680 | 20.527 |
| Real Estate | 0.970 | 4.468 |
Number of long holdings: 62
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Novartis | CH0012005267 | 6.97 | 104.46 | -0.06% | |
| ABB | CH0012221716 | 6.09 | 58.82 | +0.44% | |
| Roche Holding Participation | CH0012032048 | 5.93 | 271.40 | -0.07% | |
| UBS Group | CH0244767585 | 5.86 | 30.11 | -0.95% | |
| Nestle | CH0038863350 | 5.77 | 80.36 | -0.35% | |
| Zurich Insurance Group | CH0011075394 | 5.61 | 566.40 | -0.32% | |
| Swiss Re | CH0126881561 | 3.76 | 150.60 | +0.80% | |
| Lonza Group | CH0013841017 | 3.69 | 583.60 | +1.67% | |
| Alcon | CH0432492467 | 3.56 | 60.92 | -0.03% | |
| Sika | CH0418792922 | 2.78 | 175.50 | -0.82% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| UBAM Swiss Eq UHC EUR | 1.82B | 7.85 | 11.14 | 6.59 | ||
| UBAM Swiss Eq AHC EUR | 1.82B | 7.57 | 10.75 | 6.22 | ||
| UBAM 30 Global Leaders Equity AC EU | 984.37M | -4.58 | 7.50 | 9.66 | ||
| UBAM 30 Global Leaders Equity AD EU | 984.37M | -4.58 | 7.50 | 9.65 | ||
| UBAM 30 Global Leaders Equity R EUR | 984.37M | -5.29 | 6.43 | 8.56 |
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