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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.480 | 0.590 | 0.110 |
Stocks | 99.520 | 99.520 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.548 | 20.557 |
Price to Book | 4.495 | 4.016 |
Price to Sales | 2.988 | 2.746 |
Price to Cash Flow | 16.272 | 14.531 |
Dividend Yield | 1.359 | 1.554 |
5 Years Earnings Growth | 10.781 | 11.944 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.660 | 29.238 |
Financial Services | 13.200 | 15.812 |
Consumer Cyclical | 11.010 | 10.237 |
Healthcare | 10.580 | 12.503 |
Communication Services | 8.910 | 8.387 |
Industrials | 7.750 | 8.751 |
Consumer Defensive | 5.540 | 5.679 |
Energy | 3.500 | 3.433 |
Utilities | 2.540 | 2.505 |
Real Estate | 2.320 | 2.303 |
Basic Materials | 1.990 | 2.773 |
Number of long holdings: 599
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.78 | 258.20 | +1.15% | |
NVIDIA | US67066G1040 | 6.38 | 140.22 | +0.39% | |
Microsoft | US5949181045 | 5.62 | 439.33 | +0.94% | |
Amazon.com | US0231351067 | 3.69 | 229.05 | +1.77% | |
Meta Platforms | US30303M1027 | 2.36 | 607.75 | +1.32% | |
Tesla | US88160R1014 | 1.87 | 462.28 | +7.36% | |
Alphabet A | US02079K3059 | 1.86 | 196.11 | +0.76% | |
Alphabet C | US02079K1079 | 1.61 | 197.57 | +0.81% | |
Broadcom | US11135F1012 | 1.35 | 239.68 | +3.15% | |
JPMorgan | US46625H1005 | 1.34 | 242.31 | +1.64% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 8.93B | 34.35 | 9.07 | 12.32 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.39B | 28.57 | 7.61 | 9.70 | ||
UBS CH Vitainvest 50 World U | 4.35B | 8.31 | -0.67 | 2.51 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.75B | 11.50 | -1.36 | 6.69 | ||
UBS CH Institutional Fund 2 EquiSCB | 2.75B | 11.45 | -1.42 | 6.63 |
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