Globalance World

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vs

3.9°C

Warming Potential

54

Total Footprint

83%

Megatrend Exposure

Net Return YTD

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UBS Equity Long Term Themes

Net Return YTD

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Data source: Globalance

-∞%+∞%0%

Data source: FactSet

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Investment Performance

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Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

UBS Equity Long Term Themes
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
IPG Photonics Corporation+68.6%1.2%
Micron Technology, Inc.+60.3%1.0%
Equinor ASA+52.0%1.8%
ON Semiconductor Corporation+47.6%0.5%
Prysmian S.p.A.+40.1%2.0%

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Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

UBS Equity Long Term Themes
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Salesforce, Inc.-31.4%1.8%
KION GROUP AG-30.7%0.9%
uniQure N.V.-29.8%0.7%
NIKE, Inc. Class B-27.6%2.6%
SAP SE-27.2%1.6%

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