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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.560 | 0.630 | 0.070 |
Stocks | 99.260 | 99.260 | 0.000 |
Preferred | 0.120 | 0.120 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.081 | 16.640 |
Price to Book | 3.367 | 2.622 |
Price to Sales | 2.100 | 1.949 |
Price to Cash Flow | 15.694 | 10.075 |
Dividend Yield | 2.396 | 2.814 |
5 Years Earnings Growth | 7.303 | 11.911 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 32.590 | 13.980 |
Financial Services | 24.020 | 18.275 |
Industrials | 21.110 | 13.821 |
Consumer Defensive | 10.080 | 9.242 |
Basic Materials | 7.720 | 9.888 |
Technology | 2.430 | 19.709 |
Consumer Cyclical | 2.050 | 12.402 |
Number of long holdings: 56
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 7.46 | 98.02 | -0.33% | |
Novartis | CH0012005267 | 7.36 | 94.95 | -0.04% | |
ABB | CH0012221716 | 6.57 | 50.26 | -0.71% | |
UBS Group | CH0244767585 | 6.23 | 28.44 | +0.21% | |
Roche Holding Participation | CH0012032048 | 6.14 | 242.60 | +1.89% | |
Alcon | CH0432492467 | 4.82 | 82.16 | +0.27% | |
Zurich Insurance Group | CH0011075394 | 4.07 | 479.40 | +0.10% | |
Partners Group | CH0024608827 | 3.81 | 1,165.00 | -1.60% | |
Sika | CH0418792922 | 3.77 | 270.90 | -0.95% | |
Lonza Group | CH0013841017 | 3.52 | 501.20 | -1.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM 30 Global Leaders Equity AD EU | 2.39B | 3.82 | 6.74 | 11.86 | ||
UBAM 30 Global Leaders Equity R EUR | 2.39B | 3.01 | 5.61 | 10.30 | ||
LU0862309761 | 2.39B | 4.08 | 7.54 | - | ||
UBAM 30 Global Leaders Equity AC EU | 2.39B | 3.82 | 6.74 | 11.86 | ||
UBAM Swiss Eq IHC EUR | 1.79B | 11.57 | -0.36 | 6.22 |
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