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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5 | 135 | 130 |
Stocks | 35 | 35 | 0 |
Bonds | 56 | 56 | 0 |
Convertible | 0 | 0 | 0 |
Preferred | 0 | 0 | 0 |
Other | 3 | 3 | 0 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17 | 17 |
Price to Book | 3 | 3 |
Price to Sales | 2 | 2 |
Price to Cash Flow | 13 | 11 |
Dividend Yield | 3 | 3 |
5 Years Earnings Growth | 8 | 10 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 21 | 19 |
Technology | 17 | 16 |
Financial Services | 17 | 16 |
Consumer Defensive | 12 | 11 |
Industrials | 11 | 11 |
Consumer Cyclical | 8 | 10 |
Basic Materials | 6 | 6 |
Communication Services | 3 | 5 |
Energy | 2 | 3 |
Utilities | 2 | 9 |
Real Estate | 1 | 4 |
Number of long holdings: 121
Number of short holdings: 23
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS (Lux) Bond SICAV - USD Investment Grade Corpor | LU1469614280 | 14.08 | 12,120.800 | -0.32% | |
UBS (Lux) Bond SICAV - Green Social Sustainable Bo | LU2388910510 | 12.99 | 8,985.200 | +0.02% | |
Focused SICAV - World Bank Long Term Bond USD U-X- | LU2397253258 | 9.31 | 9,009.350 | -0.49% | |
UBS Lux Bond SICAV - EUR Corporates EUR U-X Acc | LU0396345034 | 7.01 | 12,045.150 | -0.12% | |
UBS (Lux) Equity SICAV - Engage for Impact (USD) U | LU2393191064 | 6.61 | 9,844.670 | +0.00% | |
Focused SICAV - World Bank Bond USD U-X-acc | LU2397253332 | 5.21 | 9,918.500 | -0.15% | |
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon | IE00BDQZMX67 | 4.50 | 16.19 | 0.00% | |
Record EM Sust Finac A CHF Shrs H Acc | IE00BN92ZR92 | 3.06 | - | - | |
NB Global Hi Yld SDG Enggmnt USD I4 Acc | IE0003AEEC94 | 2.59 | - | - | |
Federated Hermes SDGEnggmtHYCrrdtM$Acc | IE00BLPJS046 | 2.58 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS Strategy Fund Growth CHF Q acc | 684.7M | 2.24 | 0.02 | 2.94 | ||
UBS Equity S European High Dividend | 165.34M | 6.80 | 3.42 | 2.86 | ||
UBS Equity S Swiss Opportunity CHFc | 52.68M | 3.51 | 0.01 | 5.23 |
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