Ubs Etf Profile
The performance scores are derived for the period starting the 24th of March 2023 and ending today, the 13th of March 2025. Click here to learn more.
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RefreshUBS Etf Highlights
Old Name | UBS AG FI Enhanced Large Cap Growth ETN |
Business Concentration | Large Growth, UBS Group AG (View all Sectors) |
Country Name | USA |
Returns Y T D | 35.73 |
Name | UBS AG FI Enhanced Large Cap Growth ETN |
Currency Code | USD |
Open Figi | BBG006MDLNC6 |
In Threey Volatility | 42.49 |
1y Volatility | 33.77 |
200 Day M A | 724.55 |
50 Day M A | 843.12 |
Code | FBGX |
Updated At | 22nd of June 2024 |
Currency Name | US Dollar |
In Threey Sharp Ratio | 0.39 |
Type | ETF |
UBS [FBGX] is traded in USA and was established 2014-06-10. The fund is listed under Large Growth category and is part of UBS Group AG family. UBS currently have 212.65 M in assets under management (AUM). , while the total return for the last 3 years was 12.6%.
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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 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.
UBS Against Markets
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UBS Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with UBS etf to make a market-neutral strategy. Peer analysis of UBS could also be used in its relative valuation, which is a method of valuing UBS by comparing valuation metrics with similar companies.
Risk & Return | Correlation |
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
Other Tools for UBS Etf
When running UBS's price analysis, check to measure UBS's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UBS is operating at the current time. Most of UBS's value examination focuses on studying past and present price action to predict the probability of UBS's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move UBS's price. Additionally, you may evaluate how the addition of UBS to your portfolios can decrease your overall portfolio volatility.
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