Ubs Ag London Etf Profile
| BDCZ Etf | USD 18.83 0.08 0.42% |
Performance6 of 100
| Odds Of DistressLess than 9
|
UBS AG is trading at 18.83 as of the 22nd of November 2024; that is 0.42% down since the beginning of the trading day. The etf's open price was 18.91. UBS AG has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for UBS AG London are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041 are senior unsecured debt securities issued by UBS AG. Etracs Bus is traded on NYSEARCA Exchange in the United States. More on UBS AG London
Moving together with UBS Etf
UBS Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Sector ETFs, Financials ETFs, Financial, UBS Group AG (View all Sectors) |
| Issuer | UBS |
| Inception Date | 2015-10-08 |
| Benchmark | MVIS US Business Development Companies Index |
| Entity Type | Exchange-Traded Note |
| Asset Under Management | 20.15 Million |
| Average Trading Valume | 1,606.5 |
| Asset Type | Equity |
| Category | Sector |
| Focus | Financials |
| Market Concentration | Blended Development |
| Region | Global |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Market Maker | IMC |
| Total Expense | 0.85 |
| Management Fee | 0.85 |
| Country Name | USA |
| Returns Y T D | 9.41 |
| Name | UBS AG London Branch ELKS 4 |
| Currency Code | USD |
| Open Figi | BBG00B59K6J4 |
| In Threey Volatility | 16.54 |
| 1y Volatility | 7.99 |
| 200 Day M A | 19.112 |
| 50 Day M A | 18.8616 |
| Code | BDCZ |
| Updated At | 22nd of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.26 |
| Type | ETF |
UBS AG London [BDCZ] is traded in USA and was established 2015-10-09. The fund is listed under Financial category and is part of UBS Group AG family. The entity is thematically classified as Sector ETFs. UBS AG London currently have 57.8 M in assets under management (AUM). , while the total return for the last 3 years was 7.9%.
Check UBS AG Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on UBS Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding UBS Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as UBS AG London Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top UBS AG London Etf Constituents
| GAIN | Gladstone Investment | Stock | Financials | |
| FSK | FS KKR Capital | Stock | Financials | |
| PSEC | Prospect Capital | Stock | Financials | |
| TCPC | BlackRock TCP Capital | Stock | Financials | |
| CGBD | Carlyle Secured Lending | Stock | Financials | |
| TPVG | Triplepoint Venture Growth | Stock | Financials | |
| NMFC | New Mountain Finance | Stock | Financials | |
| BCSF | Bain Capital Specialty | Stock | Financials |
UBS AG London Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in UBS AG. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0666 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.08) |
UBS AG Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in UBS AG London. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
The market value of UBS AG London is measured differently than its book value, which is the value of UBS that is recorded on the company's balance sheet. Investors also form their own opinion of UBS AG's value that differs from its market value or its book value, called intrinsic value, which is UBS AG's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because UBS AG's market value can be influenced by many factors that don't directly affect UBS AG's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between UBS AG's value and its price as these two are different measures arrived at by different means. Investors typically determine if UBS AG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UBS AG's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.