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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.040 | 28.510 | 27.470 |
Shares | 67.030 | 67.030 | 0.000 |
Bonds | 14.670 | 15.000 | 0.330 |
Convertible | 0.100 | 0.100 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 17.140 | 17.140 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.712 | 16.113 |
Price to Book | 3.208 | 2.551 |
Price to Sales | 2.249 | 1.824 |
Price to Cash Flow | 13.040 | 10.291 |
Dividend Yield | 2.678 | 2.901 |
5 Years Earnings Growth | 9.997 | 10.326 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 24.210 | 17.084 |
Financial Services | 19.070 | 15.817 |
Consumer Defensive | 12.090 | 10.434 |
Industrials | 11.960 | 12.154 |
Technology | 11.320 | 15.245 |
Consumer Cyclical | 8.200 | 8.255 |
Basic Materials | 5.770 | 6.219 |
Communication Services | 3.410 | 5.865 |
Energy | 1.770 | 4.403 |
Utilities | 1.120 | 1.719 |
Real Estate | 1.090 | 4.201 |
Number of long holdings: 83
Number of short holdings: 15
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS CH Investment Fund - Equities USA Passive I-X | CH0015799809 | 12.32 | 4,113.260 | -0.63% | |
UBS CH IF3 RealEstSwitzFdsIdxNSL I-Xacc | CH0042114378 | 9.92 | - | - | |
UBS CH Institutional Fund - Small & Mid Cap Equiti | CH0015800003 | 8.84 | 613.830 | +0.15% | |
UBS (CH) IF Bds CHF Inl Corp Pasv II U-X | CH0189613760 | 7.16 | - | - | |
Nestle | CH0038863350 | 4.88 | 71.43 | -0.76% | |
UBS (CH) IF Bds CHF Aus Corp Pasv II U-X | CH0189613703 | 4.69 | - | - | |
UBS (CH) IF Bds CHF Prime Ausland U-X | CH0318156509 | 4.69 | - | - | |
Roche Holding Participation | CH0012032048 | 4.49 | 249.80 | -2.19% | |
Novartis | CH0012005267 | 4.11 | 92.60 | -3.01% | |
UBS ETF MSCI EMU UCITS EUR A-dis | LU0147308422 | 4.10 | 177.74 | +0.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.05B | -6.60 | 12.80 | 11.77 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.76B | -3.82 | 11.92 | 9.51 | ||
UBS CH Vitainvest 50 World U | 4.27B | 0.62 | 3.59 | 2.43 | ||
UBS CH Institutional Fund 2 EquiSCX | 3.04B | -7.15 | 1.56 | 5.82 | ||
UBS CH Institutional Fund 2 EquiSCB | 3.04B | -7.17 | 1.50 | 5.76 |
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