Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.440 | 103.500 | 101.060 |
Stocks | 49.930 | 49.930 | 0.000 |
Bonds | 37.020 | 40.770 | 3.750 |
Convertible | 0.090 | 0.090 | 0.000 |
Other | 10.510 | 10.520 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.615 | 17.358 |
Price to Book | 3.082 | 2.948 |
Price to Sales | 2.305 | 2.109 |
Price to Cash Flow | 12.214 | 12.030 |
Dividend Yield | 2.370 | 2.442 |
5 Years Earnings Growth | 13.986 | 12.194 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.240 | 18.032 |
Financial Services | 17.890 | 17.288 |
Healthcare | 15.740 | 19.351 |
Industrials | 10.080 | 10.899 |
Consumer Cyclical | 9.370 | 8.599 |
Consumer Defensive | 8.240 | 9.994 |
Communication Services | 7.410 | 5.331 |
Basic Materials | 4.730 | 5.097 |
Real Estate | 2.030 | 3.183 |
Energy | 1.990 | 2.327 |
Utilities | 1.270 | 1.737 |
Number of long holdings: 47
Number of short holdings: 23
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS (CH) IF Eq Glb ESG Ldrs Psv II I-X | CH1112281725 | 16.52 | - | - | |
Bonds CHF Inland ESG Passive II I-X | CH0594527738 | 14.05 | - | - | |
UBS (CH) IF Eqs Switz ESG PassAll II U-X | CH0596284569 | 13.19 | - | - | |
UBSCH IF3 GblAgBdsESGPass CHFh II I-Xacc | CH1162399898 | 12.81 | - | - | |
UBS (CH) IF Eq Glb ESGLd Pas CHFh II I-X | CH1112281782 | 11.13 | - | - | |
UBS CH IF3 RealEstSwitzFdsIdxNSL I-Xacc | CH0042114378 | 10.50 | - | - | |
UBSCH IF3 Bds USD EmMaAgESGIdxHgdNSL IXa | CH0244558836 | 6.81 | - | - | |
UBS (CH) IF Eq EM GlbESGLd PasII CHF I-X | CH1167887459 | 5.72 | - | - | |
Bonds CHF Ausland ESG Passive II I-X | CH0594527746 | 3.85 | - | - | |
UBS (Lux) Eq Fd EM Sst Ldrs (USD)CHF I-X | LU2459597451 | 1.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.08B | 34.69 | 8.33 | 12.04 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.57B | 28.90 | 6.79 | 9.56 | ||
UBS CH Vitainvest 50 World U | 4.41B | 7.32 | -1.50 | 2.35 | ||
UBS CH Institutional Fund 2 EquiSCX | 3.12B | 17.20 | 0.81 | 6.76 | ||
UBS CH Institutional Fund 2 EquiSCB | 3.12B | 17.13 | 0.75 | 6.70 |
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