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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.430 | 35.170 | 32.740 |
Shares | 64.710 | 64.740 | 0.030 |
Bonds | 15.730 | 15.770 | 0.040 |
Convertible | 0.100 | 0.100 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 16.990 | 16.990 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.125 | 16.054 |
Price to Book | 3.139 | 2.546 |
Price to Sales | 2.240 | 1.815 |
Price to Cash Flow | 12.537 | 10.248 |
Dividend Yield | 2.798 | 2.907 |
5 Years Earnings Growth | 8.031 | 10.331 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 24.900 | 17.121 |
Financial Services | 19.030 | 15.821 |
Consumer Defensive | 13.180 | 10.532 |
Industrials | 12.090 | 12.158 |
Technology | 10.710 | 15.162 |
Consumer Cyclical | 7.390 | 8.216 |
Basic Materials | 5.700 | 6.225 |
Communication Services | 3.390 | 5.891 |
Energy | 1.310 | 4.402 |
Real Estate | 1.250 | 4.150 |
Utilities | 1.040 | 1.719 |
Number of long holdings: 92
Number of short holdings: 23
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS CH Investment Fund - Equities USA Passive I-X | CH0015799809 | 11.07 | 4,065.310 | -0.20% | |
UBS CH IF3 RealEstSwitzFdsIdxNSL I-Xacc | CH0042114378 | 9.94 | - | - | |
UBS CH Institutional Fund - Small & Mid Cap Equiti | CH0015800003 | 9.22 | 630.360 | +0.03% | |
UBS (CH) IF Bds CHF Inl Corp Pasv II U-X | CH0189613760 | 7.08 | - | - | |
Nestle | CH0038863350 | 5.38 | 77.09 | +0.10% | |
UBS (CH) IF Bds CHF Aus Corp Pasv II U-X | CH0189613703 | 4.73 | - | - | |
Roche Holding Participation | CH0012032048 | 4.42 | 253.30 | -0.90% | |
Novartis | CH0012005267 | 4.32 | 91.67 | +0.13% | |
UBS (CH) IF Bds CHF Prime Ausland U-X | CH0318156509 | 4.09 | - | - | |
UBS ETF MSCI EMU UCITS EUR A-dis | LU0147308422 | 3.96 | 182.00 | -0.69% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.02B | -8.33 | 8.85 | 11.24 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.72B | -3.82 | 11.92 | 9.51 | ||
UBS CH Vitainvest 50 World U | 4.25B | 0.62 | 3.59 | 2.43 | ||
UBS CH Institutional Fund 2 EquiSCX | 3.05B | -7.15 | 1.56 | 5.82 | ||
UBS CH Institutional Fund 2 EquiSCB | 3.05B | -7.17 | 1.50 | 5.76 |
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