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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.680 | 1.770 | 0.090 |
Stocks | 97.740 | 97.740 | 0.000 |
Other | 0.590 | 0.620 | 0.030 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.751 | 18.057 |
Price to Book | 2.505 | 3.049 |
Price to Sales | 1.482 | 2.221 |
Price to Cash Flow | 10.842 | 12.376 |
Dividend Yield | 2.360 | 2.029 |
5 Years Earnings Growth | 9.147 | 10.839 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.670 | 23.984 |
Financial Services | 14.280 | 16.345 |
Healthcare | 11.520 | 13.087 |
Communication Services | 9.630 | 7.836 |
Consumer Cyclical | 9.590 | 10.638 |
Industrials | 9.430 | 11.480 |
Consumer Defensive | 5.310 | 7.683 |
Utilities | 3.960 | 2.608 |
Energy | 3.410 | 3.539 |
Real Estate | 2.710 | 2.756 |
Basic Materials | 2.480 | 4.000 |
Number of long holdings: 324
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.29 | 116.66 | -2.84% | |
Apple | US0378331005 | 4.92 | 228.01 | -3.39% | |
Microsoft | US5949181045 | 4.67 | 410.92 | -1.00% | |
Amazon.com | US0231351067 | 2.05 | 237.42 | -0.11% | |
Meta Platforms | US30303M1027 | 1.71 | 697.46 | +1.20% | |
Alphabet A | US02079K3059 | 1.58 | 201.23 | -1.37% | |
Alphabet C | US02079K1079 | 1.46 | 202.64 | -1.44% | |
JPMorgan | US46625H1005 | 1.31 | 266.81 | -0.18% | |
Costco | US22160K1051 | 1.11 | 1,005.83 | +2.65% | |
UnitedHealth | US91324P1021 | 1.10 | 548.18 | +1.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.23B | 34.69 | 8.33 | 12.04 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.7B | 28.90 | 6.79 | 9.56 | ||
UBS CH Vitainvest 50 World U | 4.43B | 7.32 | -1.50 | 2.35 | ||
UBS CH Institutional Fund 2 EquiSCX | 3.17B | 17.20 | 0.81 | 6.76 | ||
UBS CH Institutional Fund 2 EquiSCB | 3.17B | 17.13 | 0.75 | 6.70 |
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