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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.620 | 18.640 | 14.020 |
Stocks | 74.750 | 74.750 | 0.000 |
Bonds | 16.680 | 20.600 | 3.920 |
Convertible | 0.130 | 0.130 | 0.000 |
Other | 3.820 | 4.090 | 0.270 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.643 | 15.718 |
Price to Book | 2.444 | 2.405 |
Price to Sales | 1.970 | 1.594 |
Price to Cash Flow | 14.322 | 9.477 |
Dividend Yield | 2.442 | 2.964 |
5 Years Earnings Growth | 8.986 | 9.501 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.590 | 14.657 |
Healthcare | 21.280 | 18.027 |
Industrials | 13.150 | 11.812 |
Technology | 10.010 | 14.221 |
Basic Materials | 9.510 | 6.782 |
Consumer Cyclical | 8.490 | 8.367 |
Consumer Defensive | 7.660 | 11.846 |
Communication Services | 4.630 | 5.334 |
Real Estate | 1.360 | 4.140 |
Utilities | 1.210 | 1.617 |
Energy | 1.110 | 4.561 |
Number of long holdings: 15
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS (CH) IF Eqs Switz Pass Ld U-X | CH0455140886 | 43.95 | - | - | |
UBS (CH) IF Eqs Glbl Clmt Awr II U-X | CH0461918887 | 12.92 | - | - | |
UBS CH Investment Fund - Bonds CHF Inland Passive | CH0018234614 | 8.99 | 1,088.930 | -0.06% | |
UBS (CH) IF Eqs EM Glbl Pasv II CHF I-X | CH0252809717 | 7.08 | - | - | |
UBS (CH) IF Eqs Glbl Clmt Awr II I-X | CH0461918796 | 6.08 | - | - | |
UBS (CH) IF Eqs Switz S&M Cp Pasv II I-X | CH0302290124 | 4.99 | - | - | |
UBS (CH) IF 3 Comm Const Mat CHFH II I-X | CH0126480562 | 4.07 | - | - | |
UBS (CH) IF 3 Swiss RE Sec Sel Ps II I-X | CH0042114378 | 4.01 | - | - | |
UBS (CH) IF Bds CHF Ausland Passive I-X | CH0018234564 | 3.29 | - | - | |
UBS CH Institutional Fund - Global Bonds Fiscal St | CH0189613620 | 2.89 | 896.860 | +0.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 8.99B | 15.34 | 7.49 | 12.79 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.23B | 14.71 | 6.35 | 9.94 | ||
UBS CH Vitainvest 50 World U | 4.42B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquUSAX | 2.25B | 11.99 | 9.95 | 12.62 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.24B | 8.10 | -1.28 | 7.33 |
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