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Ubs (d) Equity Fund - Global Opportunity (0P00000OWV)

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324.740 +2.120    +0.66%
21/11 - Closed. Currency in EUR
Type:  Fund
Market:  Germany
ISIN:  DE0008488214 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 180.3M
UBS (D) Equity Fund - Global Opportunity 324.740 +2.120 +0.66%

0P00000OWV Holdings

 
Comprehensive information about top holdings and Key Holding Information for the UBS (D) Equity Fund - Global Opportunity (0P00000OWV) fund. Our UBS (D) Equity Fund - Global Opportunity portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 2.740 3.030 0.290
Shares 95.010 95.010 0.000
Other 2.250 2.440 0.190

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 12.400 23.691
Price to Book 1.904 4.659
Price to Sales 1.056 3.476
Price to Cash Flow 8.726 16.667
Dividend Yield 2.586 1.246
5 Years Earnings Growth 9.135 13.319

Sector Allocation

Name  Net % Category Average
Consumer Cyclical 18.480 12.123
Healthcare 16.000 15.779
Financial Services 15.630 13.795
Technology 13.870 27.889
Communication Services 10.800 8.514
Industrials 8.670 11.974
Energy 7.440 2.995
Basic Materials 7.410 4.046
Consumer Defensive 1.700 7.090

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 65

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Alphabet C US02079K1079 4.85 166.57 -1.58%
  Amazon.com US0231351067 3.89 197.12 -0.64%
  Bristol-Myers Squibb US1101221083 3.77 58.87 +1.10%
  Glencore JE00B4T3BW64 3.44 380.80 -0.16%
  3I Group GB00B1YW4409 3.13 3,569.00 +0.73%
  Wells Fargo&Co US9497461015 2.83 75.92 +1.46%
  Infineon DE0006231004 2.71 30.005 +3.23%
  Micron US5951121038 2.64 102.64 -0.12%
  Centene US15135B1017 2.53 60.35 0.00%
  Bank of America US0605051046 2.44 47.00 +1.15%

Top Equity Funds by UBS Asset Management (Deutschland) GmbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS (D) Euro Aktiv - Balance 103.02M 5.37 0.51 3.44
  UBS D AktienfondsSpecial I Deutschl 97.45M 12.47 5.17 6.33
  UBS (D) Konzeptfonds Europe Plus 86.76M 7.07 2.40 4.38
  UBS D Equity Smaller German Compani 74.46M -14.83 -12.78 3.96
  UBS (D) Euro Aktiv - Substanz 45.07M 3.02 -1.73 0.81
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