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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.920 | 17.530 | 14.610 |
Stocks | 42.890 | 42.920 | 0.030 |
Bonds | 32.340 | 33.910 | 1.570 |
Convertible | 0.090 | 0.090 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 21.720 | 21.720 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.996 | 17.423 |
Price to Book | 2.713 | 2.797 |
Price to Sales | 1.576 | 1.958 |
Price to Cash Flow | 10.975 | 11.315 |
Dividend Yield | 2.962 | 2.500 |
5 Years Earnings Growth | 8.625 | 9.540 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 22.710 | 19.566 |
Financial Services | 17.920 | 16.807 |
Consumer Defensive | 14.110 | 11.882 |
Industrials | 12.560 | 10.853 |
Technology | 11.060 | 16.097 |
Consumer Cyclical | 8.170 | 8.464 |
Basic Materials | 5.890 | 5.593 |
Communication Services | 3.340 | 5.282 |
Energy | 2.220 | 2.576 |
Real Estate | 1.120 | 3.085 |
Utilities | 0.900 | 1.648 |
Number of long holdings: 91
Number of short holdings: 19
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS (CH) IF Bds CHF Prime Ausland U-X | CH0318156509 | 11.65 | - | - | |
UBS (CH) IF Bds CHF Inl Corp Pasv II U-X | CH0189613760 | 11.63 | - | - | |
UBS (CH) IF 3 Swiss RE Sec Sel Ps II I-X | CH0042114378 | 10.07 | - | - | |
UBS (CH) IF Bds CHF Aus Corp Pasv II U-X | CH0189613703 | 8.26 | - | - | |
UBS (Lux) BS USDInvmGrdCorSust$CHFHUXacc | LU1469622465 | 7.98 | - | - | |
UBS CH Institutional Fund - Small & Mid Cap Equiti | CH0015800003 | 6.07 | 565.790 | +0.42% | |
UBS (Lux) BS € Corp Sust € CHF H U-X-acc | LU1383449839 | 5.02 | - | - | |
UBS CH Investment Fund - Equities USA Passive I-X | CH0015799809 | 4.95 | 3,796.060 | +0.50% | |
Nestle | CH0038863350 | 4.02 | 95.54 | +0.95% | |
UBS ETFs plc - MSCI ACWI SF UCITS ETF (USD) A-acc | IE00BYM11H29 | 3.01 | 178.16 | +1.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 8.94B | 15.34 | 7.49 | 12.79 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.21B | 14.71 | 6.35 | 9.94 | ||
UBS CH Vitainvest 50 World U | 4.39B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquUSAX | 2.23B | 11.99 | 9.95 | 12.62 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.23B | 8.10 | -1.28 | 7.33 |
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