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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.420 | 5.420 | 0.000 |
Shares | 61.950 | 61.970 | 0.020 |
Bonds | 32.610 | 32.610 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.791 | 15.416 |
Price to Book | 3.321 | 2.098 |
Price to Sales | 2.583 | 1.506 |
Price to Cash Flow | 17.319 | 9.042 |
Dividend Yield | 1.830 | 2.978 |
5 Years Earnings Growth | 9.873 | 9.509 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.570 | 18.092 |
Technology | 16.330 | 15.394 |
Basic Materials | 12.160 | 5.767 |
Communication Services | 11.880 | 6.266 |
Consumer Cyclical | 10.730 | 11.490 |
Industrials | 10.390 | 15.335 |
Healthcare | 8.050 | 10.781 |
Consumer Defensive | 5.460 | 8.270 |
Real Estate | 3.140 | 2.794 |
Energy | 2.290 | 4.360 |
Number of long holdings: 512
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.29 | 513.71 | +0.55% | |
Meta Platforms | US30303M1027 | 2.45 | 712.68 | -0.30% | |
Apple | US0378331005 | 1.87 | 213.88 | +0.06% | |
Netflix | US64110L1061 | 1.85 | 1,180.49 | -0.02% | |
AIA Group | HK0000069689 | 1.55 | 70.55 | -1.05% | |
Charles Schwab | US8085131055 | 1.48 | 97.06 | +0.58% | |
McDonald’s | US5801351017 | 1.47 | 298.47 | +1.35% | |
Boston Scientific | US1011371077 | 1.46 | 106.14 | -0.07% | |
Tencent Holdings | KYG875721634 | 1.45 | 550.50 | -1.17% | |
Walmart | US9311421039 | 1.42 | 97.47 | +0.90% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal Vorsorge | 22.28B | 25.08 | 4.54 | - | ||
UniGlobal | 19.47B | -4.04 | 13.51 | 9.96 | ||
UniGlobal I | 19.47B | -3.80 | 14.08 | 10.50 | ||
PrivatFonds: Kontrolliert | 15.33B | 0.76 | 4.81 | 1.41 | ||
UniFavorit: Aktien | 12.52B | -6.87 | 13.96 | 9.55 |
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