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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.540 | 29.190 | 26.650 |
Stocks | 62.510 | 62.530 | 0.020 |
Bonds | 17.800 | 18.580 | 0.780 |
Convertible | 0.060 | 0.060 | 0.000 |
Other | 17.090 | 17.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.671 | 15.718 |
Price to Book | 3.041 | 2.405 |
Price to Sales | 2.001 | 1.594 |
Price to Cash Flow | 12.874 | 9.477 |
Dividend Yield | 2.801 | 2.964 |
5 Years Earnings Growth | 8.055 | 9.501 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 22.740 | 18.027 |
Financial Services | 18.020 | 14.657 |
Consumer Defensive | 14.140 | 11.846 |
Industrials | 12.760 | 11.812 |
Technology | 10.700 | 14.221 |
Consumer Cyclical | 8.150 | 8.367 |
Basic Materials | 6.410 | 6.782 |
Communication Services | 3.170 | 5.334 |
Energy | 1.980 | 4.561 |
Real Estate | 1.020 | 4.140 |
Utilities | 0.910 | 1.617 |
Number of long holdings: 91
Number of short holdings: 25
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS (CH) IF 3 Swiss RE Sec Sel Ps II I-X | CH0042114378 | 10.13 | - | - | |
UBS CH Investment Fund - Equities USA Passive I-X | CH0015799809 | 10.01 | 3,836.640 | +1.07% | |
UBS CH Institutional Fund - Small & Mid Cap Equiti | CH0015800003 | 8.98 | 569.840 | +0.72% | |
UBS (CH) IF Bds CHF Inl Corp Pasv II U-X | CH0189613760 | 6.94 | - | - | |
Nestle | CH0038863350 | 5.70 | 95.42 | -0.13% | |
UBS (CH) IF Bds CHF Prime Ausland U-X | CH0318156509 | 5.32 | - | - | |
UBS (CH) IF Bds CHF Aus Corp Pasv II U-X | CH0189613703 | 5.04 | - | - | |
UBS Lux Equity SICAV - Global Emerging Markets Opp | LU0399012938 | 4.00 | 30,782.250 | +0.97% | |
UBS (Lux) BS USDInvmGrdCorSust$CHFHUXacc | LU1469622465 | 4.00 | - | - | |
Novartis | CH0012005267 | 3.99 | 92.62 | -0.73% |
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 EquiSCB | 2.25B | 8.08 | -1.33 | 7.27 |
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