Breaking News
Upgrade 0
💡 Get free investment ideas from billionaires with new 13F filings for Q4 2024
See latest picks
Close

Unifavorit: Aktien I (0P0000IWCX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
349.300 +2.730    +0.79%
13/02 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 13.74B
Type:  Fund
Market:  Germany
Issuer:  Union Investment Privatfonds GmbH
ISIN:  DE000A0M80M2 
Asset Class:  Equity
UniFavorit: Aktien I 349.300 +2.730 +0.79%

0P0000IWCX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the UniFavorit: Aktien I (0P0000IWCX) fund. Our UniFavorit: Aktien I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 5.680 5.680 0.000
Shares 94.320 94.320 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 22.058 18.074
Price to Book 3.817 3.054
Price to Sales 2.820 2.226
Price to Cash Flow 15.972 12.393
Dividend Yield 1.243 2.025
5 Years Earnings Growth 14.558 10.668

Sector Allocation

Name  Net % Category Average
Technology 28.580 24.112
Consumer Cyclical 15.010 10.734
Financial Services 13.270 16.377
Healthcare 10.310 12.977
Industrials 9.670 11.408
Basic Materials 5.300 3.924
Communication Services 5.130 7.952
Consumer Defensive 4.690 7.635
Utilities 4.190 2.590
Energy 2.210 3.485
Real Estate 1.660 2.722

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 83

Number of short holdings: 0

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 6.84 138.85 +2.63%
  Microsoft US5949181045 6.39 408.43 -0.51%
  Apple US0378331005 4.82 244.60 +1.27%
  Tesla US88160R1014 3.08 355.84 -0.03%
  Amazon.com US0231351067 2.91 228.68 -0.73%
  JPMorgan US46625H1005 2.64 276.59 +0.10%
  Meta Platforms US30303M1027 2.39 736.67 +1.11%
  Boston Scientific US1011371077 2.11 106.11 -0.03%
  CRH IE0001827041 1.80 8,520.0 +1.28%
  DR Horton US23331A1097 1.79 130.57 +0.95%

Top Equity Funds by Union Investment Privatfonds GmbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  UniGlobal Vorsorge 24B 25.08 4.54 -
  UniGlobal I 21.24B 3.97 12.29 12.10
  UniGlobal 21.24B 24.77 8.77 11.68
  PrivatFonds: Kontrolliert 15.8B 1.50 1.85 1.59
  UniFavorit: Aktien net 13.74B 3.73 12.84 10.92
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000IWCX Comments

Write your thoughts about Unifavorit: Aktien I
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email