Ubs Ag Fi Etf Profile

FBGX Etf  USD 843.62  3.72  0.44%   

Performance

14 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 9

 
100  
 
Zero
Low
UBS AG is trading at 843.62 as of the 28th of March 2024; that is 0.44 percent up since the beginning of the trading day. The etf's open price was 839.9. 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 FI are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The UBS AG FI Enhanced Large Cap Growth ETN due June 19, 2024 are a series of FI Enhanced ETNs. FI Enhanced is traded on NYSEARCA Exchange in the United States. More on UBS AG FI

Moving together with UBS Etf

  0.97VUG Vanguard Growth IndexPairCorr
  0.97IWF IShares Russell 1000PairCorr
  0.97IVW IShares SP 500PairCorr
  0.97SPYG SPDR Portfolio SPPairCorr
  1.0IUSG IShares Core SPPairCorr
  0.97VONG Vanguard Russell 1000PairCorr
  0.97MGK Vanguard Mega CapPairCorr

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 ConcentrationLarge Cap ETFs, Size And Style ETFs, Large Growth, UBS Group AG (View all Sectors)
IssuerUBS
Inception Date2014-06-10
BenchmarkRussell 1000 Growth Index
Entity TypeExchange-Traded Note
Asset Under Management207.02 Million
Average Trading Valume206.5
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
Fiscal Year End30-Jun
ExchangeNYSE Arca, Inc.
Market MakerFlow Traders
Country NameUSA
Returns Y T D20.85
NameUBS AG FI Enhanced Large Cap Growth ETN
Currency CodeUSD
Open FigiBBG006MDLNC6
In Threey Volatility42.24
1y Volatility30.75
200 Day M A653.18
50 Day M A791.51
CodeFBGX
Updated At27th of March 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.47
TypeETF
UBS AG FI [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. The entity is thematically classified as Large Cap ETFs. UBS AG FI currently have 212.65 M in assets under management (AUM). , while the total return for the last 3 years was 15.1%.
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 FI 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 FI Etf Constituents

VRTXVertex PharmaceuticalsStockHealth Care
SBACSBA Communications CorpStockReal Estate
PEPPepsiCoStockConsumer Staples
AONAon PLCStockFinancials
MMCMarsh McLennan CompaniesStockFinancials
SYYSyscoStockConsumer Staples
ZTSZoetis IncStockHealth Care
More Details

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 about 9.0%. The UBS AG FI 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 FI has a beta of -0.0285. This usually indicates as returns on benchmark increase, returns on holding UBS AG are expected to decrease at a much lower rate. During the bear market, however, UBS AG FI is likely to outperform the market. Additionally, uBS AG FI has an alpha of 0.3239, implying that it can generate a 0.32 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 843.62HorizonTargetOdds Above 843.62
90.93%90 days
 843.62 
9.00%
Based on a normal probability distribution, the odds of UBS AG to move above the current price in 90 days from now is about 9.0 (This UBS AG FI probability density function shows the probability of UBS Etf to fall within a particular range of prices over 90 days) .

UBS AG FI 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.

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 FI 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.

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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 FI 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 FI 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 FI, 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 FI?

The danger of trading UBS AG FI 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 FI 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 FI 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 Fi Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ubs Ag Fi Etf:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in UBS AG FI. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in price.
Note that the UBS AG FI 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 Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.

Complementary Tools for UBS Etf analysis

When running UBS AG's price analysis, check to measure UBS AG'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 AG is operating at the current time. Most of UBS AG's value examination focuses on studying past and present price action to predict the probability of UBS AG'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 AG's price. Additionally, you may evaluate how the addition of UBS AG to your portfolios can decrease your overall portfolio volatility.
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The market value of UBS AG FI 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.