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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.220 | 25.370 | 24.150 |
Shares | 47.080 | 47.080 | 0.000 |
Bonds | 29.490 | 30.190 | 0.700 |
Convertible | 0.170 | 0.170 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 22.010 | 22.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.859 | 17.487 |
Price to Book | 3.222 | 2.941 |
Price to Sales | 2.260 | 2.117 |
Price to Cash Flow | 13.116 | 11.879 |
Dividend Yield | 2.627 | 2.442 |
5 Years Earnings Growth | 10.046 | 10.234 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 23.310 | 19.252 |
Financial Services | 18.750 | 17.872 |
Technology | 12.750 | 17.436 |
Industrials | 11.810 | 11.054 |
Consumer Defensive | 11.690 | 10.139 |
Consumer Cyclical | 8.280 | 8.557 |
Basic Materials | 5.560 | 5.074 |
Communication Services | 3.650 | 5.199 |
Energy | 1.850 | 2.291 |
Utilities | 1.210 | 1.712 |
Real Estate | 1.140 | 3.067 |
Number of long holdings: 84
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS (CH) IF Bds CHF Inl Corp Pasv II U-X | CH0189613760 | 11.98 | - | - | |
UBS (CH) IF Bds CHF Prime Ausland U-X | CH0318156509 | 10.99 | - | - | |
UBS CH IF3 RealEstSwitzFdsIdxNSL I-Xacc | CH0042114378 | 9.96 | - | - | |
UBS CH Investment Fund - Equities USA Passive I-X | CH0015799809 | 9.58 | 3,924.350 | -0.62% | |
UBS (CH) IF Bds CHF Aus Corp Pasv II U-X | CH0189613703 | 7.86 | - | - | |
UBS (Lux) BS USDInvmGrdCorSust$CHFHUXacc | LU1469622465 | 6.04 | - | - | |
UBS CH Institutional Fund - Small & Mid Cap Equiti | CH0015800003 | 5.94 | 600.900 | -0.78% | |
UBS (Lux) BS € Corp Sust € CHF H U-X-acc | LU1383449839 | 5.02 | - | - | |
Nestle | CH0038863350 | 3.21 | 87.70 | +0.22% | |
UBS ETF MSCI EMU UCITS EUR A-dis | LU0147308422 | 3.09 | 182.90 | -0.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 8.59B | -13.87 | 6.08 | 10.78 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.53B | -10.39 | 5.63 | 8.50 | ||
UBS CH Vitainvest 50 World U | 4.23B | -1.00 | -0.01 | 2.07 | ||
UBS CH Institutional Fund 2 EquiSCA | 2.9B | -6.05 | 0.32 | 5.61 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.9B | -12.23 | -0.78 | 5.46 |
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