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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.230 | 1.230 | 0.000 |
Stocks | 97.990 | 97.990 | 0.000 |
Bonds | 0.770 | 0.770 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.964 | 18.334 |
Price to Book | 3.959 | 3.084 |
Price to Sales | 3.236 | 2.253 |
Price to Cash Flow | 15.262 | 12.439 |
Dividend Yield | 1.427 | 2.014 |
5 Years Earnings Growth | 12.868 | 10.621 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.000 | 23.863 |
Financial Services | 16.420 | 16.505 |
Consumer Cyclical | 12.450 | 10.748 |
Healthcare | 11.690 | 13.069 |
Communication Services | 8.220 | 8.003 |
Industrials | 8.180 | 11.489 |
Basic Materials | 4.360 | 3.924 |
Utilities | 4.010 | 2.548 |
Consumer Defensive | 3.290 | 7.536 |
Energy | 3.100 | 3.462 |
Real Estate | 2.290 | 2.718 |
Number of long holdings: 98
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.96 | 217.86 | -2.68% | |
NVIDIA | US67066G1040 | 4.34 | 109.67 | -1.58% | |
Amazon.com | US0231351067 | 3.99 | 192.64 | -4.33% | |
Microsoft | US5949181045 | 3.14 | 378.80 | -3.02% | |
Meta Platforms | US30303M1027 | 2.68 | 576.74 | -4.29% | |
UnitedHealth | US91324P1021 | 2.37 | 516.04 | +0.06% | |
JPMorgan | US46625H1005 | 2.08 | 242.85 | -2.12% | |
Bank of America | US0605051046 | 2.07 | 41.24 | -3.10% | |
Parker-Hannifin | US7010941042 | 1.95 | 601.29 | -3.99% | |
GE Vernova LLC | US36828A1016 | 1.76 | 302.93 | -0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal Vorsorge | 21.56B | 25.08 | 4.54 | - | ||
UniGlobal I | 19.17B | 1.29 | 12.50 | 11.09 | ||
PrivatFonds: Kontrolliert | 15.33B | 1.23 | 2.29 | 1.38 | ||
UniFavorit: Aktien I | 12.23B | 2.00 | 13.77 | 11.00 | ||
UniFavorit: Aktien net | 12.23B | 1.79 | 12.80 | 10.13 |
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