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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.980 | 1.980 | 0.000 |
Shares | 97.260 | 97.330 | 0.070 |
Bonds | 0.750 | 0.750 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.130 | 18.062 |
Price to Book | 3.906 | 3.041 |
Price to Sales | 3.268 | 2.219 |
Price to Cash Flow | 15.196 | 12.368 |
Dividend Yield | 1.579 | 2.034 |
5 Years Earnings Growth | 12.802 | 11.081 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.590 | 23.740 |
Financial Services | 14.320 | 16.280 |
Healthcare | 12.300 | 13.290 |
Consumer Cyclical | 10.320 | 10.546 |
Communication Services | 7.900 | 7.711 |
Industrials | 7.490 | 11.525 |
Utilities | 4.790 | 2.680 |
Basic Materials | 4.720 | 4.065 |
Energy | 3.320 | 3.588 |
Consumer Defensive | 3.200 | 7.720 |
Real Estate | 3.050 | 2.790 |
Number of long holdings: 89
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.19 | 429.03 | +1.05% | |
Apple | US0378331005 | 5.04 | 229.98 | +0.75% | |
NVIDIA | US67066G1040 | 4.78 | 137.71 | +3.10% | |
Amazon.com | US0231351067 | 3.82 | 225.94 | +2.39% | |
Meta Platforms | US30303M1027 | 2.83 | 612.77 | +0.24% | |
UnitedHealth | US91324P1021 | 2.35 | 509.76 | -0.16% | |
JPMorgan | US46625H1005 | 1.97 | 259.16 | +1.92% | |
Alphabet A | US02079K3059 | 1.96 | 196.00 | +1.60% | |
Bank of America | US0605051046 | 1.95 | 46.53 | -0.24% | |
NextEra Energy | US65339F1012 | 1.85 | 70.76 | -0.85% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal Vorsorge | 23.69B | 17.94 | 4.45 | - | ||
UniGlobal I | 20.86B | 25.40 | 9.32 | 12.24 | ||
PrivatFonds: Kontrolliert | 15.71B | 10.42 | 0.53 | 1.65 | ||
UniFavorit: Aktien | 13.06B | 31.31 | 11.60 | 11.74 | ||
UniFavorit: Aktien I | 13.54B | 30.50 | 10.49 | 11.87 |
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