Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.750 | 128.040 | 124.290 |
Stocks | 70.810 | 70.840 | 0.030 |
Bonds | 15.390 | 15.390 | 0.000 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 10.020 | 10.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.663 | 15.880 |
Price to Book | 3.102 | 2.549 |
Price to Sales | 2.311 | 1.754 |
Price to Cash Flow | 12.739 | 10.292 |
Dividend Yield | 2.312 | 2.895 |
5 Years Earnings Growth | 14.477 | 11.988 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.730 | 15.557 |
Financial Services | 16.870 | 15.109 |
Healthcare | 16.760 | 17.848 |
Industrials | 9.740 | 11.691 |
Consumer Defensive | 9.090 | 10.444 |
Consumer Cyclical | 9.020 | 8.036 |
Communication Services | 7.680 | 5.784 |
Basic Materials | 4.940 | 6.349 |
Energy | 2.050 | 4.589 |
Real Estate | 1.890 | 4.058 |
Utilities | 1.240 | 1.653 |
Number of long holdings: 45
Number of short holdings: 25
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS (CH) IF Eqs Switz ESG PassAll II U-X | CH0596284569 | 19.53 | - | - | |
UBS (CH) IF Eq Glb ESGLd Pas CHFh II U-X | CH1112281790 | 17.63 | - | - | |
UBS (CH) IF Eq Glb ESGLd Pas CHFh II I-X | CH1112281782 | 12.67 | - | - | |
UBS (CH) IF 3 Swiss RE Sec Sel Ps II I-X | CH0042114378 | 10.02 | - | - | |
UBS (CH) IF Eq Glb ESG Ldrs Psv II I-X | CH1112281725 | 9.93 | - | - | |
UBS (CH) IF Eq EM GlbESGLd PasII CHF I-X | CH1167887459 | 9.43 | - | - | |
UBS (CH) IF3 GlbAggBdESG Psv CHFh II I-X | CH1162399898 | 6.77 | - | - | |
UBS (CH) IF3 Bd EM Ag ESG Pa CHFH II I-X | CH0244558836 | 3.89 | - | - | |
Bonds CHF Inland ESG Passive II I-X | CH0594527738 | 3.65 | - | - | |
UBS (Lux) Eq Fd EM Sst Ldrs (USD)CHF I-X | LU2459597451 | 3.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 8.87B | 34.35 | 9.07 | 12.32 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.37B | 28.57 | 7.61 | 9.70 | ||
UBS CH Vitainvest 50 World U | 4.34B | 8.31 | -0.67 | 2.51 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.74B | 11.50 | -1.36 | 6.69 | ||
UBS CH Institutional Fund 2 EquiSCB | 2.74B | 11.45 | -1.42 | 6.63 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review