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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.470 | 21.060 | 17.590 |
Stocks | 61.920 | 61.950 | 0.030 |
Bonds | 17.520 | 18.300 | 0.780 |
Convertible | 0.050 | 0.050 | 0.000 |
Preferred | 0.050 | 0.050 | 0.000 |
Other | 16.980 | 16.980 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.247 | 15.718 |
Price to Book | 2.812 | 2.405 |
Price to Sales | 1.607 | 1.594 |
Price to Cash Flow | 11.310 | 9.477 |
Dividend Yield | 2.941 | 2.964 |
5 Years Earnings Growth | 8.506 | 9.501 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 23.020 | 18.027 |
Financial Services | 18.070 | 14.657 |
Consumer Defensive | 14.330 | 11.846 |
Industrials | 12.720 | 11.812 |
Technology | 10.520 | 14.221 |
Consumer Cyclical | 8.050 | 8.367 |
Basic Materials | 5.970 | 6.782 |
Communication Services | 3.130 | 5.334 |
Energy | 2.210 | 4.561 |
Real Estate | 1.090 | 4.140 |
Utilities | 0.900 | 1.617 |
Number of long holdings: 88
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS (CH) IF 3 Swiss RE Sec Sel Ps II I-X | CH0042114378 | 10.02 | - | - | |
UBS CH Institutional Fund - Small & Mid Cap Equiti | CH0015800003 | 9.06 | 569.580 | -0.05% | |
UBS CH Investment Fund - Equities USA Passive I-X | CH0015799809 | 7.89 | 3,826.990 | -0.25% | |
UBS (CH) IF Bds CHF Inl Corp Pasv II U-X | CH0189613760 | 6.95 | - | - | |
Nestle | CH0038863350 | 5.98 | 96.62 | +1.26% | |
UBS (CH) IF Bds CHF Prime Ausland U-X | CH0318156509 | 5.22 | - | - | |
UBS (CH) IF Bds CHF Aus Corp Pasv II U-X | CH0189613703 | 4.94 | - | - | |
Novartis | CH0012005267 | 4.16 | 93.37 | +0.81% | |
UBS (Lux) BS USDInvmGrdCorSust$CHFHUXacc | LU1469622465 | 3.99 | - | - | |
UBS Lux Equity SICAV - Global Emerging Markets Opp | LU0399012938 | 3.95 | 30,985.910 | +0.66% |
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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