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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.120 | 62.660 | 58.540 |
Shares | 54.940 | 54.960 | 0.020 |
Bonds | 35.010 | 35.030 | 0.020 |
Convertible | 0.120 | 0.120 | 0.000 |
Preferred | 0.130 | 0.130 | 0.000 |
Other | 5.670 | 5.670 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.643 | 17.476 |
Price to Book | 2.628 | 2.789 |
Price to Sales | 2.231 | 2.016 |
Price to Cash Flow | 12.559 | 11.200 |
Dividend Yield | 2.206 | 2.486 |
5 Years Earnings Growth | 9.079 | 9.564 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.230 | 19.983 |
Financial Services | 15.700 | 18.471 |
Healthcare | 12.360 | 10.026 |
Industrials | 9.170 | 11.918 |
Consumer Cyclical | 8.560 | 9.861 |
Consumer Defensive | 6.810 | 7.094 |
Communication Services | 5.970 | 7.217 |
Basic Materials | 3.550 | 3.631 |
Utilities | 3.280 | 3.527 |
Energy | 2.510 | 4.009 |
Real Estate | 1.870 | 6.402 |
Number of long holdings: 65
Number of short holdings: 28
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS (Lux) Equity SICAV - Engage for Impact (USD) U | LU2393191064 | 16.55 | 11,614.230 | -0.16% | |
UBS (Lux) Bond SICAV - USD Investment Grade Corpor | LU1469614280 | 12.66 | 13,032.040 | +0.19% | |
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon | IE00BDQZMX67 | 10.62 | 17.21 | 0.00% | |
UBS (Lux) Bond SICAV - Green Social Sustainable Bo | LU2388910510 | 7.89 | 9,406.020 | +0.10% | |
UBS (Lux) ES Glb Opp sust($) U-X acc | LU2100403588 | 6.56 | - | - | |
UBS (Lux) Equity Fund - Global Sustainable Improve | LU2391792749 | 5.55 | 12,095.930 | +0.20% | |
UBS (Lux) ES L/T Thms $ USD U-X-acc | LU2384721481 | 4.46 | - | - | |
UBS (Lux) ES Active Clmt Awr USD I-X | LU2191834451 | 4.42 | - | - | |
UBS Lux Equity SICAV - Global High Dividend USD I- | LU0745893759 | 4.28 | 345.090 | +0.24% | |
UBS Sust Devpmt Bk Bds 5-10 USD U-X acc | LU2562963061 | 3.58 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0565892822 | 8.32B | 6.18 | 19.58 | - | ||
Equities Emerging Markets Glo II IB | 5.04B | 8.69 | 4.67 | 3.74 | ||
Equities Emerging Markets Glo II IX | 5.04B | 8.73 | 4.82 | 3.92 | ||
Equities Emerging Markets GlobalIA1 | 632.15M | 17.56 | 7.51 | 4.79 | ||
Equities Emerging Markets Global IX | 632.15M | 18.04 | 8.42 | 5.82 |
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