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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.970 | 107.340 | 104.370 |
Stocks | 51.000 | 51.000 | 0.000 |
Bonds | 38.700 | 38.700 | 0.000 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 7.310 | 7.310 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.081 | 17.406 |
Price to Book | 3.004 | 2.791 |
Price to Sales | 1.976 | 1.956 |
Price to Cash Flow | 12.050 | 11.304 |
Dividend Yield | 2.650 | 2.503 |
5 Years Earnings Growth | 8.611 | 9.543 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 20.250 | 19.553 |
Financial Services | 16.860 | 16.806 |
Technology | 15.120 | 16.134 |
Consumer Defensive | 12.980 | 11.875 |
Industrials | 10.590 | 10.856 |
Consumer Cyclical | 8.470 | 8.428 |
Basic Materials | 5.750 | 5.598 |
Communication Services | 5.600 | 5.290 |
Real Estate | 1.800 | 3.089 |
Energy | 1.670 | 2.576 |
Utilities | 0.920 | 1.649 |
Number of long holdings: 42
Number of short holdings: 20
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS (CH) IF Eqs Switz ESG PassAll II I-X | CH0594527720 | 23.45 | - | - | |
Bonds CHF Inland ESG Passive II I-X | CH0594527738 | 14.30 | - | - | |
UBS (CH) IF3 GlbAggBdESG Psv CHFh II I-X | CH1162399898 | 13.87 | - | - | |
UBS (CH) IF Eq Glb ESGLd Pas CHFh II I-X | CH1112281782 | 8.41 | - | - | |
UBS (CH) IF 3 Swiss RE Sec Sel Ps II I-X | CH0042114378 | 7.27 | - | - | |
UBS (CH) IF3 Bd EM Ag ESG Pa CHFH II I-X | CH0244558836 | 7.16 | - | - | |
UBS (CH) IF Eq Glb ESG Ldrs Psv II I-X | CH1112281725 | 7.15 | - | - | |
UBS (CH) IF Eq EM GlbESGLd PasII CHF I-X | CH1167887459 | 5.69 | - | - | |
Bonds CHF Ausland ESG Passive II I-X | CH0594527746 | 4.23 | - | - | |
iShares MSCI World Quality Factor ESG UCITS USD (A | IE000U1MQKJ2 | 2.58 | 6.62 | -0.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.02B | 15.34 | 7.49 | 12.79 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.25B | 14.71 | 6.35 | 9.94 | ||
UBS CH Vitainvest 50 World U | 4.42B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquUSAX | 2.26B | 11.99 | 9.95 | 12.62 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.25B | 8.10 | -1.28 | 7.33 |
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