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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.340 | 103.190 | 99.850 |
Stocks | 26.150 | 26.150 | 0.000 |
Bonds | 60.000 | 60.190 | 0.190 |
Convertible | 0.050 | 0.050 | 0.000 |
Other | 10.460 | 10.460 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.386 | 16.811 |
Price to Book | 2.969 | 2.548 |
Price to Sales | 1.999 | 1.826 |
Price to Cash Flow | 12.053 | 10.640 |
Dividend Yield | 2.448 | 2.757 |
5 Years Earnings Growth | 9.350 | 9.600 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.790 | 16.329 |
Healthcare | 16.270 | 18.893 |
Financial Services | 16.200 | 15.712 |
Consumer Defensive | 10.640 | 10.826 |
Industrials | 10.550 | 10.675 |
Consumer Cyclical | 9.300 | 9.528 |
Communication Services | 6.860 | 5.190 |
Basic Materials | 4.970 | 5.587 |
Energy | 2.190 | 3.246 |
Real Estate | 1.990 | 4.208 |
Utilities | 1.260 | 9.121 |
Number of long holdings: 40
Number of short holdings: 19
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bonds CHF Inland ESG Passive II I-X | CH0594527738 | 28.00 | - | - | |
UBS (CH) IF3 GlbAggBdESG Psv CHFh II I-X | CH1162399898 | 18.75 | - | - | |
UBS (CH) IF 3 Swiss RE Sec Sel Ps II I-X | CH0042114378 | 10.44 | - | - | |
Bonds CHF Ausland ESG Passive II I-X | CH0594527746 | 7.66 | - | - | |
UBS (CH) IF3 Bd EM Ag ESG Pa CHFH II I-X | CH0244558836 | 6.97 | - | - | |
UBS (CH) IF Eqs Switz ESG PassAll II U-X | CH0596284569 | 6.69 | - | - | |
UBS (CH) IF Eq Glb ESGLd Pas CHFh II I-X | CH1112281782 | 6.34 | - | - | |
UBS (CH) IF Eq Glb ESG Ldrs Psv II I-X | CH1112281725 | 5.15 | - | - | |
UBS (CH) IF Eq EM GlbESGLd PasII CHF I-X | CH1167887459 | 2.88 | - | - | |
iShares MSCI World Quality Factor ESG UCITS USD (A | IE000U1MQKJ2 | 2.04 | 6.62 | 0.00% |
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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