Breaking News
Get 55% Off 0
Selloff or Market Correction? Either Way, Here's What to Do Next
See Overvalued Stocks
Close

Uniglobal I (0P0000IWCT)

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
 
559.720 +1.570    +0.28%
19/12 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 20.08B
Type:  Fund
Market:  Germany
Issuer:  Union Investment Privatfonds GmbH
ISIN:  DE000A0M80N0 
Asset Class:  Equity
UniGlobal I 559.720 +1.570 +0.28%

0P0000IWCT Holdings

 
Comprehensive information about top holdings and Key Holding Information for the UniGlobal I (0P0000IWCT) fund. Our UniGlobal 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 1.980 1.980 0.000
Shares 97.260 97.330 0.070
Bonds 0.750 0.750 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.130 17.920
Price to Book 3.906 3.008
Price to Sales 3.268 2.197
Price to Cash Flow 15.196 12.283
Dividend Yield 1.579 2.054
5 Years Earnings Growth 12.802 11.330

Sector Allocation

Name  Net % Category Average
Technology 28.590 23.503
Financial Services 14.320 16.132
Healthcare 12.300 13.547
Consumer Cyclical 10.320 10.463
Communication Services 7.900 7.639
Industrials 7.490 11.592
Utilities 4.790 2.726
Basic Materials 4.720 4.138
Energy 3.320 3.648
Consumer Defensive 3.200 7.797
Real Estate 3.050 2.814

Region Allocation

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

Top Holdings

Number of long holdings: 89

Number of short holdings: 2

Name ISIN Weight % Last Change %
  Microsoft US5949181045 5.19 436.60 -0.10%
  Apple US0378331005 5.04 254.49 +1.88%
  NVIDIA US67066G1040 4.78 134.70 +3.08%
  Amazon.com US0231351067 3.82 224.92 +0.73%
  Meta Platforms US30303M1027 2.83 585.25 -1.73%
  UnitedHealth US91324P1021 2.35 500.13 +2.22%
  JPMorgan US46625H1005 1.97 237.60 +1.99%
  Alphabet A US02079K3059 1.96 191.41 +1.54%
  Bank of America US0605051046 1.95 44.17 +1.82%
  NextEra Energy US65339F1012 1.85 71.67 +2.72%

Top Equity Funds by Union Investment Privatfonds GmbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  UniGlobal Vorsorge 22.88B 17.94 4.45 -
  UniGlobal 20.08B 26.92 10.89 12.04
  PrivatFonds: Kontrolliert 15.62B 11.24 0.98 1.76
  UniFavorit: Aktien 12.98B 31.31 11.60 11.74
  UniFavorit: Aktien I 12.98B 31.80 12.12 12.24
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.

0P0000IWCT Comments

Write your thoughts about Uniglobal 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