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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.360 | 25.700 | 23.340 |
Shares | 42.900 | 42.900 | 0.000 |
Bonds | 32.940 | 34.510 | 1.570 |
Convertible | 0.100 | 0.100 | 0.000 |
Other | 21.700 | 21.700 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.385 | 17.383 |
Price to Book | 2.988 | 2.793 |
Price to Sales | 1.795 | 1.951 |
Price to Cash Flow | 12.668 | 11.284 |
Dividend Yield | 2.805 | 2.503 |
5 Years Earnings Growth | 9.179 | 9.557 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 22.470 | 19.542 |
Financial Services | 18.230 | 16.716 |
Consumer Defensive | 13.410 | 11.895 |
Industrials | 12.670 | 11.062 |
Technology | 11.500 | 16.087 |
Consumer Cyclical | 8.350 | 8.478 |
Basic Materials | 5.930 | 5.635 |
Communication Services | 3.290 | 5.252 |
Energy | 2.190 | 2.660 |
Real Estate | 1.070 | 3.116 |
Utilities | 0.900 | 1.652 |
Number of long holdings: 98
Number of short holdings: 29
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS (CH) IF Bds CHF Prime Ausland U-X | CH0318156509 | 11.77 | - | - | |
UBS (CH) IF Bds CHF Inl Corp Pasv II U-X | CH0189613760 | 11.72 | - | - | |
UBS (CH) IF 3 Swiss RE Sec Sel Ps II I-X | CH0042114378 | 9.95 | - | - | |
UBS (CH) IF Bds CHF Aus Corp Pasv II U-X | CH0189613703 | 8.36 | - | - | |
UBS (Lux) BS USDInvmGrdCorSust$CHFHUXacc | LU1469622465 | 8.02 | - | - | |
UBS CH Investment Fund - Equities USA Passive I-X | CH0015799809 | 7.02 | 3,744.930 | +1.09% | |
UBS CH Institutional Fund - Small & Mid Cap Equiti | CH0015800003 | 5.94 | 552.160 | +0.16% | |
UBS (Lux) BS € Corp Sust € CHF H U-X-acc | LU1383449839 | 5.01 | - | - | |
Nestle | CH0038863350 | 3.72 | 92.16 | +0.88% | |
UBS ETFs plc - MSCI ACWI SF UCITS ETF (USD) A-acc | IE00BYM11H29 | 3.01 | 174.36 | +0.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.03B | 18.17 | 9.14 | 13.09 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.14B | 16.91 | 7.54 | 10.23 | ||
UBS CH Vitainvest 50 World U | 4.34B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquUSAA | 2.18B | 18.12 | 8.92 | 12.85 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.17B | 11.77 | 0.06 | 7.48 |
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