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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.790 | 85.790 | 84.000 |
Stocks | 71.540 | 71.540 | 0.000 |
Bonds | 18.880 | 18.930 | 0.050 |
Convertible | 0.100 | 0.100 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 7.660 | 7.660 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.014 | 15.782 |
Price to Book | 3.092 | 2.558 |
Price to Sales | 2.206 | 1.794 |
Price to Cash Flow | 13.457 | 10.271 |
Dividend Yield | 2.493 | 2.904 |
5 Years Earnings Growth | 15.896 | 11.937 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.090 | 15.709 |
Healthcare | 20.830 | 17.527 |
Financial Services | 17.340 | 15.430 |
Industrials | 10.850 | 11.880 |
Consumer Defensive | 9.840 | 9.952 |
Consumer Cyclical | 7.650 | 8.125 |
Basic Materials | 3.930 | 6.312 |
Communication Services | 3.030 | 5.866 |
Utilities | 1.660 | 1.707 |
Real Estate | 1.430 | 4.098 |
Energy | 1.360 | 4.514 |
Number of long holdings: 109
Number of short holdings: 19
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS (Lux) Equity SICAV - Engage for Impact (USD) U | LU2393191064 | 13.43 | 10,316.920 | -0.93% | |
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon | IE00BDQZMX67 | 9.06 | 17.05 | -3.29% | |
UBS (Lux) Bond SICAV - Green Social Sustainable Bo | LU2388910510 | 5.14 | 9,336.880 | -0.08% | |
UBS (Lux) Equity Fund - Global Sustainable Improve | LU2391792749 | 4.57 | 11,314.280 | -1.44% | |
UBS (Lux) ES Glb Opp sust($)U-XAcc | LU2100403588 | 4.52 | - | - | |
UBS (Lux) Bond SICAV - USD Investment Grade Corpor | LU1469614280 | 4.11 | 12,809.530 | +0.21% | |
UBS Lux Equity SICAV - Global High Dividend USD I- | LU0745893759 | 3.70 | 340.800 | -0.18% | |
Roche Holding Participation | CH0012032048 | 3.66 | 304.20 | +0.53% | |
Nestle | CH0038863350 | 3.65 | 89.76 | +1.31% | |
UBS (Lux) ES L/T Thms $ USD U-X-acc | LU2384721481 | 3.61 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS Strategy Fund Yield CHF K 1 acc | 1.57B | 2.17 | -1.55 | 0.85 | ||
UBS Equity S European High Dividend | 160.66M | 4.85 | 2.90 | 2.34 | ||
UBS Equity S Swiss Opportunity CHFc | 55.78M | 9.05 | -2.06 | 5.38 |
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