Breaking News
Get 50% Off 0
50% Off! Beat the market in 2025 with InvestingPro
CLAIM SALE
Close

Ubam - Swiss Equity Ahc Chf (0P000179Y4)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
149.190 -0.410    -0.27%
20/12 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 1.67B
Type:  Fund
Market:  Luxembourg
Issuer:  UBP Asset Management (Europe) S.A.
ISIN:  LU1273951282 
Asset Class:  Equity
UBAM Swiss Equity AHC CHF 149.190 -0.410 -0.27%

0P000179Y4 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the UBAM Swiss Equity AHC CHF (0P000179Y4) fund. Our UBAM Swiss Equity AHC CHF portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 1.690 1.760 0.070
Stocks 97.740 97.740 0.000
Preferred 0.120 0.120 0.000
Other 0.460 0.460 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.254 16.342
Price to Book 3.765 2.722
Price to Sales 2.432 2.092
Price to Cash Flow 17.977 10.483
Dividend Yield 2.325 2.778
5 Years Earnings Growth 20.512 13.012

Sector Allocation

Name  Net % Category Average
Healthcare 34.390 12.883
Financial Services 22.820 19.445
Industrials 22.170 13.902
Consumer Defensive 9.060 8.423
Basic Materials 7.720 9.101
Technology 2.390 20.011
Consumer Cyclical 1.450 12.526

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 62

Number of short holdings: 18

Name ISIN Weight % Last Change %
  Novartis CH0012005267 7.54 87.68 +1.11%
  ABB CH0012221716 7.23 49.19 +0.68%
  Roche Holding Participation CH0012032048 6.72 251.00 +1.46%
  Nestle CH0038863350 6.52 74.08 +0.14%
  UBS Group CH0244767585 5.92 27.07 +1.35%
  Alcon CH0432492467 4.79 76.46 +0.58%
  Zurich Insurance Group CH0011075394 4.66 539.00 +1.13%
  Lonza Group CH0013841017 4.11 532.40 +0.26%
  Sika CH0418792922 3.52 215.50 +1.08%
  Swiss Life Holding CH0014852781 2.96 696.60 +1.19%

Top Equity Funds by UBP Asset Management (Europe) S.A.

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBAM Swiss Eq UD CHF 1.67B 11.68 -4.01 -
  UBAM Swiss Eq RC CHF 1.67B 10.43 -5.30 4.83
  UBAM Swiss Eq AHD CHF 1.67B 11.19 -4.41 -
  UBAM Swiss Eq IHC CHF 1.67B 11.56 -4.03 -
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P000179Y4 Comments

Write your thoughts about Ubam - Swiss Equity Ahc Chf
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

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.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email