Breaking News
Get 50% Off 0
Get a powerful boost to your portfolio: August's freshest AI-picked stocks
Pick Stocks with AI
Close

Ubs (lux) Equity Sicav - Usa Growth (usd) (chf Hedged) P-acc (0P0000SOGZ)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
469.500 +1.170    +0.25%
31/07 - Closed. Currency in CHF
Type:  Fund
Market:  Luxembourg
ISIN:  LU0592661101 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.43B
UBS (Lux) Equity SICAV USA Growth (USD) (CHF hed 469.500 +1.170 +0.25%

0P0000SOGZ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the UBS (Lux) Equity SICAV USA Growth (USD) (CHF hed (0P0000SOGZ) fund. Our UBS (Lux) Equity SICAV USA Growth (USD) (CHF hed portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 1.750 13.830 12.080
Shares 98.260 98.260 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 32.704 16.375
Price to Book 7.701 2.733
Price to Sales 3.421 2.134
Price to Cash Flow 20.567 10.374
Dividend Yield 0.498 2.805
5 Years Earnings Growth 11.498 12.063

Sector Allocation

Name  Net % Category Average
Technology 50.750 20.242
Communication Services 14.600 9.346
Consumer Cyclical 11.800 12.278
Healthcare 7.920 12.327
Financial Services 5.470 20.255
Industrials 4.330 14.139
Consumer Defensive 3.300 8.143
Basic Materials 1.200 9.105
Energy 0.620 8.287

Region Allocation

  • North America
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 69

Number of short holdings: 13

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 9.82 173.72 -2.33%
  Microsoft US5949181045 9.12 524.11 -1.76%
  Amazon.com US0231351067 7.43 214.75 -8.27%
  Meta Platforms US30303M1027 6.06 750.01 -3.03%
  Apple US0378331005 5.43 202.38 -2.50%
  Broadcom US11135F1012 4.77 288.64 -1.72%
  Eli Lilly US5324571083 3.60 762.33 +3.01%
  Mastercard US57636Q1040 3.46 559.89 -1.16%
  Oracle US68389X1054 2.86 244.42 -3.68%
  Taiwan Semiconductor US8740391003 2.31 235.21 -2.65%

Top Equity Funds by UBS Asset Management (Europe) S.A.

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBSLuxEqUSA Growth USD CHF H Q Acc 3.43B -2.85 12.94 11.08
  LU1050652996 3.43B -2.69 13.50 11.68
  UBSLux Strat Balanced CHF QDist 1.65B 4.44 -2.79 1.59
  UBSLux Strat Balanced CHF Q CDist 1.65B 4.45 -2.79 1.57
  UBS lux Strategy Balanced CHF Q Acc 1.65B 4.45 -2.79 1.59
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000SOGZ Comments

Write your thoughts about Ubs (lux) Equity Sicav - Usa Growth (usd) (chf Hedged) P-acc
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email