Breaking News
Get 55% Off 0
🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% each
Unlock Stocks
Close

Ubs (ch) Institutional Fund - Equities Global (ex Switzerland) Sustainable I-x (0P0000A5B1)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
1,909.430 +4.740    +0.25%
13/11 - Closed. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  CH0032871029 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 971.8M
UBS CH Institutional Fund - Equities International 1,909.430 +4.740 +0.25%

0P0000A5B1 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the UBS CH Institutional Fund - Equities International (0P0000A5B1) fund. Our UBS CH Institutional Fund - Equities International portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 2.540 2.980 0.440
Shares 97.450 97.450 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.173 17.941
Price to Book 3.230 2.920
Price to Sales 2.202 2.143
Price to Cash Flow 12.714 12.065
Dividend Yield 1.658 2.069
5 Years Earnings Growth 12.583 11.277

Sector Allocation

Name  Net % Category Average
Technology 25.830 22.848
Financial Services 17.670 15.732
Healthcare 15.220 14.043
Consumer Cyclical 10.230 10.485
Industrials 9.930 11.834
Communication Services 6.240 7.493
Consumer Defensive 6.160 8.071
Basic Materials 3.790 4.328
Energy 3.640 3.775
Utilities 1.270 2.689

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 88

Number of short holdings: 6

Name ISIN Weight % Last Change %
  Microsoft US5949181045 4.69 426.59 +0.33%
  Eli Lilly US5324571083 2.96 788.44 -2.88%
  Amazon.com US0231351067 2.89 211.70 -1.12%
  UnitedHealth US91324P1021 2.78 589.78 -2.66%
  London Stock Exchange GB00B0SWJX34 2.76 10,640.0 -0.19%
  Visa A US92826C8394 2.46 308.11 -0.44%
  Ameriprise Financial US03076C1062 2.44 562.69 +0.50%
  ServiceNow Inc US81762P1021 2.33 1,045.74 +0.02%
  Danone FR0000120644 2.22 65.28 +1.21%
  Costco US22160K1051 2.03 924.44 -1.00%

Top Equity Funds by UBS Fund Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Institutional Fund 2 EquiP2X 9.66B 21.91 7.35 11.88
  UBS CH Vitainvest 50 World U 4.38B 2.45 -0.62 2.66
  UBS CH Institutional Fund 2 EquiPAX 4.41B 20.41 4.96 9.21
  UBS CH Institutional Fund 2 EquiSCX 2.92B 11.68 -0.82 6.98
  UBS CH Institutional Fund 2 EquiSCB 2.92B 11.63 -0.87 6.92
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000A5B1 Comments

Write your thoughts about Ubs (ch) Institutional Fund - Equities Global (ex Switzerland) Sustainable I-x
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

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.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email