Ubs Ag London Etf Profile
| BDCZ Etf | USD 19.43 0.05 0.26% |
Performance12 of 100
| Odds Of DistressLess than 9
|
UBS AG is trading at 19.43 as of the 30th of April 2024; that is 0.26 percent increase since the beginning of the trading day. The etf's open price was 19.38. UBS AG has less than a 9 % chance of experiencing financial distress in the next few years and had a good 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 31st of March 2024 and ending today, the 30th of April 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
| 0.65 | IYF | iShares Financials ETF | PairCorr |
| 0.62 | FNCL | Fidelity MSCI Financials | PairCorr |
| 0.63 | IYG | iShares Financial | PairCorr |
Moving against UBS Etf
| 0.79 | WTID | UBS ETRACS | PairCorr |
UBS Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. UBS AG's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding UBS AG or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| 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 | 26.29 Million |
| Average Trading Valume | 4,764.7 |
| 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 | 7.1 |
| Name | UBS AG London Branch ELKS 4 |
| Currency Code | USD |
| Open Figi | BBG00B59K6J4 |
| In Threey Volatility | 16.77 |
| 1y Volatility | 10.39 |
| 200 Day M A | 18.47 |
| 50 Day M A | 19.048 |
| Code | BDCZ |
| Updated At | 28th of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.54 |
| 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 9.8%.
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 |
UBS AG Target Price Odds Analysis
Based on a normal probability distribution, the odds of UBS AG jumping above the current price in 90 days from now is near 1%. The UBS AG London probability density function shows the probability of UBS AG etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days UBS AG has a beta of 0.5447 suggesting as returns on the market go up, UBS AG average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding UBS AG London will be expected to be much smaller as well. Additionally, uBS AG London has an alpha of 0.0192, implying that it can generate a 0.0192 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of UBS AG to move above the current price in 90 days from now is near 1 (This UBS AG London probability density function shows the probability of UBS Etf to fall within a particular range of prices over 90 days) .
UBS AG London Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. UBS AG market risk premium is the additional return an investor will receive from holding UBS AG long position in a well-diversified portfolio. 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. Although UBS AG's alpha and beta are two of the key measurements used to evaluate UBS AG's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.073 | |||
| Jensen Alpha | 0.0192 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.02) |
UBS AG Against Markets
Picking the right benchmark for UBS AG etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in UBS AG etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for UBS AG is critical whether you are bullish or bearish towards UBS AG London at a given time. Please also check how UBS AG's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in UBS AG without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Portfolio VolatilityCheck portfolio volatility and analyze historical return density to properly model market risk |
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How to buy UBS Etf?
Before investing in UBS AG, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in UBS AG. To buy UBS AG etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of UBS AG. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase UBS AG etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located UBS AG London etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased UBS AG London etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as UBS AG London, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy UBS Etf please use our How to Invest in UBS AG guide.
Already Invested in UBS AG London?
The danger of trading UBS AG London is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of UBS AG is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than UBS AG. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile UBS AG London is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether UBS AG London offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of UBS AG's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ubs Ag London Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ubs Ag London Etf: 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 tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the UBS AG London information on this page should be used as a complementary analysis to other UBS AG's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
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.