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Uniinstitutional European Minrisk Equities (0P00001C1H)

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92.840 +0.200    +0.22%
05/06 - Closed. Currency in EUR
Type:  Fund
Market:  Germany
ISIN:  DE0009750554 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 383.34M
UniInstitutional European MinRisk Equities 92.840 +0.200 +0.22%

0P00001C1H Holdings

 
Comprehensive information about top holdings and Key Holding Information for the UniInstitutional European MinRisk Equities (0P00001C1H) fund. Our UniInstitutional European MinRisk Equities 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 1.830 1.830 0.000
Shares 98.170 98.170 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.976 14.591
Price to Book 2.091 2.032
Price to Sales 1.466 1.465
Price to Cash Flow 9.144 9.063
Dividend Yield 3.747 3.395
5 Years Earnings Growth 8.853 9.172

Sector Allocation

Name  Net % Category Average
Healthcare 23.490 13.879
Communication Services 15.090 5.537
Financial Services 13.580 20.109
Industrials 12.220 16.823
Technology 12.150 9.064
Consumer Defensive 11.530 10.985
Energy 4.530 4.350
Consumer Cyclical 3.260 9.444
Utilities 2.200 4.714
Basic Materials 0.970 6.325
Real Estate 0.970 1.738

Region Allocation

  • North America
  • Europe Developed
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 113

Number of short holdings: 0

Name ISIN Weight % Last Change %
  SAP DE0007164600 3.48 272.350 +0.52%
  Roche Holding Participation CH0012032048 3.29 268.20 +0.19%
  Novartis CH0012005267 3.08 97.08 +0.42%
QFS SICAV - European Eqs EUR I dis LU1120174377 2.88 - -
  HSBC GB0005405286 2.79 881.70 +0.95%
  AstraZeneca GB0009895292 2.47 10,782.0 +0.77%
  Sanofi FR0000120578 2.24 88.41 +1.05%
  TotalEnergies SE FR0000120271 2.13 52.30 +0.83%
  Ahold Delhaize NL0011794037 2.11 36.23 0.00%
  Telia Company SE0000667925 2.03 37.14 +0.35%

Top Equity Funds by Union Investment Privatfonds GmbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  UniGlobal Vorsorge 21.69B 25.08 4.54 -
  UniGlobal 18.81B -7.55 7.36 9.18
  UniGlobal I 18.81B -5.13 10.77 9.97
  PrivatFonds: Kontrolliert 15.24B 0.17 3.67 1.17
  UniFavorit: Aktien 12.13B -8.39 8.11 8.98
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