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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.780 | 0.880 | 0.100 |
Shares | 99.050 | 99.050 | 0.000 |
Preferred | 0.130 | 0.130 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.386 | 17.780 |
Price to Book | 3.172 | 3.198 |
Price to Sales | 2.417 | 1.956 |
Price to Cash Flow | 14.836 | 13.254 |
Dividend Yield | 2.539 | 2.919 |
5 Years Earnings Growth | 9.124 | 7.639 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 30.370 | 29.908 |
Financial Services | 23.110 | 20.081 |
Industrials | 20.080 | 15.878 |
Consumer Defensive | 11.190 | 14.436 |
Basic Materials | 7.930 | 8.060 |
Consumer Cyclical | 3.220 | 5.514 |
Technology | 2.970 | 4.183 |
Real Estate | 1.130 | 2.113 |
Number of long holdings: 57
Number of short holdings: 18
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 8.51 | 95.42 | -0.13% | |
Roche Holding Participation | CH0012032048 | 6.91 | 234.80 | +3.21% | |
Novartis | CH0012005267 | 6.67 | 92.62 | -0.73% | |
UBS Group | CH0244767585 | 6.20 | 27.42 | -0.90% | |
Zurich Insurance Group | CH0011075394 | 5.94 | 469.10 | +3.49% | |
Lonza Group | CH0013841017 | 5.09 | 527.40 | -0.90% | |
ABB | CH0012221716 | 4.95 | 47.65 | -1.14% | |
Sika | CH0418792922 | 4.30 | 281.40 | -0.71% | |
Alcon | CH0432492467 | 4.02 | 80.88 | +0.20% | |
Partners Group | CH0024608827 | 2.85 | 1,276.00 | -0.23% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM 30 Global Leaders Equity I USu | 2.46B | 5.31 | 7.28 | 10.42 | ||
UBAM 30 Global Leaders Equity IHC | 2.46B | 2.65 | 5.12 | 10.89 | ||
UBAM Swiss Eq UC USD | 2.01B | 8.67 | 5.62 | - | ||
UBAM Swiss Eq AHD USD | 2.01B | 8.77 | 5.48 | - | ||
UBAM Swiss Eq IHD USD | 2.01B | 8.94 | 5.89 | - |
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