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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.040 | 100.040 | 0.000 |
Preferred | 0.120 | 0.120 | 0.000 |
Other | 0.480 | 0.480 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.651 | 18.229 |
Price to Book | 3.593 | 3.267 |
Price to Sales | 2.296 | 2.058 |
Price to Cash Flow | 17.491 | 13.888 |
Dividend Yield | 2.449 | 2.890 |
5 Years Earnings Growth | 7.387 | 9.221 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 31.900 | 30.300 |
Financial Services | 24.050 | 19.997 |
Industrials | 22.040 | 16.119 |
Consumer Defensive | 10.160 | 13.989 |
Basic Materials | 7.790 | 8.315 |
Technology | 2.510 | 3.880 |
Consumer Cyclical | 1.540 | 5.460 |
Number of long holdings: 60
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ABB | CH0012221716 | 7.76 | 48.63 | +0.77% | |
Novartis | CH0012005267 | 7.72 | 95.43 | -0.16% | |
Nestle | CH0038863350 | 7.04 | 81.54 | -0.29% | |
UBS Group | CH0244767585 | 6.17 | 27.00 | +0.41% | |
Roche Holding Participation | CH0012032048 | 6.16 | 273.00 | +0.26% | |
Zurich Insurance Group | CH0011075394 | 4.85 | 515.20 | +0.51% | |
Alcon | CH0432492467 | 4.84 | 79.38 | +0.10% | |
Lonza Group | CH0013841017 | 3.60 | 545.60 | +0.59% | |
Sika | CH0418792922 | 3.56 | 241.30 | -0.29% | |
Partners Group | CH0024608827 | 3.37 | 1,184.00 | -0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM Swiss Equity A CHF Acc | 1.74B | 13.90 | -2.90 | 6.47 | ||
UBAM Swiss Equity I CHF Acc | 1.74B | 14.16 | -2.53 | 6.89 | ||
UBAM Swiss Equity AD CHF Inc | 1.74B | 13.87 | -2.49 | 6.20 | ||
UBAM Swiss Equity I CHF Inc | 1.74B | 14.20 | -2.11 | 6.62 |
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