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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.980 | 57.230 | 53.250 |
Shares | 54.110 | 54.110 | 0.000 |
Bonds | 35.380 | 35.410 | 0.030 |
Convertible | 0.100 | 0.100 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 6.350 | 6.350 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.754 | 17.476 |
Price to Book | 2.801 | 2.789 |
Price to Sales | 2.404 | 2.016 |
Price to Cash Flow | 13.329 | 11.200 |
Dividend Yield | 2.157 | 2.486 |
5 Years Earnings Growth | 8.908 | 9.564 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.500 | 19.983 |
Financial Services | 15.810 | 18.471 |
Healthcare | 11.510 | 10.026 |
Industrials | 9.650 | 11.918 |
Consumer Cyclical | 8.450 | 9.861 |
Consumer Defensive | 6.260 | 7.094 |
Communication Services | 6.240 | 7.217 |
Basic Materials | 3.640 | 3.631 |
Utilities | 3.440 | 3.527 |
Real Estate | 1.870 | 6.402 |
Energy | 1.640 | 4.009 |
Number of long holdings: 61
Number of short holdings: 25
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS (Lux) Equity SICAV - Engage for Impact (USD) U | LU2393191064 | 16.22 | 11,614.230 | -0.16% | |
UBS (Lux) Bond SICAV - USD Investment Grade Corpor | LU1469614280 | 13.01 | 13,032.040 | +0.19% | |
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon | IE00BDQZMX67 | 10.79 | 17.21 | 0.00% | |
UBS (Lux) Bond SICAV - Green Social Sustainable Bo | LU2388910510 | 8.09 | 9,406.020 | +0.10% | |
UBS (Lux) ES Glb Opp sust($) U-X acc | LU2100403588 | 6.52 | - | - | |
UBS (Lux) Equity Fund - Global Sustainable Improve | LU2391792749 | 5.44 | 12,095.930 | +0.20% | |
UBS (Lux) ES Active Clmt Awr USD I-X | LU2191834451 | 4.33 | - | - | |
UBS Lux Equity SICAV - Global High Dividend USD I- | LU0745893759 | 4.33 | 345.090 | +0.24% | |
UBS (Lux) ES L/T Thms $ USD U-X-acc | LU2384721481 | 4.32 | - | - | |
UBS Sust Devpmt Bk Bds 5-10 USD U-X acc | LU2562963061 | 3.62 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0565892822 | 8.35B | 6.18 | 19.58 | - | ||
Equities Emerging Markets Glo II IX | 5.04B | 8.73 | 4.82 | 3.92 | ||
Equities Emerging Markets Glo II IB | 5.04B | 8.69 | 4.67 | 3.74 | ||
Equities Emerging Markets GlobalIA1 | 632.43M | 17.56 | 7.51 | 4.79 | ||
Equities Emerging Markets Global IX | 632.43M | 18.04 | 8.42 | 5.82 |
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