Main settings
| 3 year return | 167.54 |
| 5 year return | 482.05 |
| Annual return | 45.47 |
| Asset size | Large-Cap |
| Asset type | Equity |
| Average P/E | 0.02 |
| Beta | 2.12 |
| Commission | 1.29 |
| Currency | usd |
| Focus | Large Cap |
| Foundation date | Jun 11. 2014 |
| Full name | UBS AG FI Enhanced Large Cap Growth ETN |
| Index | Russell 1000 Growth Index (200) |
| Number of companies | 445 |
| Owner | UBS |
| Region | North America |
| Region | U.S. |
| Strategy | Growth |
| Top 10 issuers, % | 44.48 |
| segment | Leveraged Equity: U.S. - Large Cap Growth |
| Change per day | 0% (943.29) |
| Change per week | 0% (943.29) |
| Change per month | 0% (943.29) |
| Change per 3 month | 0% (943.29) |
| Change per half year | 0% (943.29) |
| Change per year | 0% (943.29) |
| Change per year to date | 0% (943.29) |
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Top companies
| Title | Industry | Share, % | P/BV | P/S | P/E | EV/Ebitda | Dividend yield | |
| #1 |
Apple |
Technology | 11.23 | 63.04 | 9.18 | 38.3 | 27.32 | 0.4411 |
| #2 |
Microsoft Corporation |
Technology | 9.47 | 10.37 | 12.64 | 34.97 | 23.37 | 0.6861 |
| #3 |
Amazon |
Consumer Discretionary | 8.14 | 8.3 | 3.72 | 40.04 | 19.58 | 0 |
| #4 |
First National Bank Alaska |
Financials | 3.84 | 1.36 | 3.57 | 10.53 | 0 | 7.05 |
| #5 |
Alphabet Inc. |
Technology | 2.08 | 7.32 | 6.8 | 23.78 | 17.6 | 0.3588 |
| #6 |
Google Alphabet |
Technology | 2.06 | 7.38 | 6.85 | 23.96 | 17.73 | 0.3357 |
| #7 |
Visa |
Financials | 2.05 | 14.25 | 15.53 | 28.26 | 22.15 | 0.6612 |
| #8 |
NVIDIA |
Technology | 1.91 | 55.6 | 33.8 | 60.52 | 34.12 | 0.0245 |
| #9 |
Tesla |
Industrials | 1.89 | 19.92 | 15.03 | 205.89 | 99.64 | 0 |
| #10 |
Mastercard |
Financials | 1.81 | 74.78 | 17.3 | 37.84 | 29.59 | 0.5041 |
Structure ETF
| Stock | 51.26 % |
Similar ETF
Other ETFs from the Management Company
Description UBS AG FI Enhanced Large Cap Growth ETN
ETN UBS AG FI Enhanced Large Cap Growth (FBGX) ΡΡΡΠ΅ΠΌΠΈΡΡΡ ΡΠ΄Π²ΠΎΠΈΡΡ Π΄Π½Π΅Π²Π½ΡΡ Π΄ΠΎΡ
ΠΎΠ΄Π½ΠΎΡΡΡ Russell 1000 Growth Index, ΠΈΠ½Π΄Π΅ΠΊΡΠ° Π°ΠΌΠ΅ΡΠΈΠΊΠ°Π½ΡΠΊΠΈΡ
ΠΊΠΎΠΌΠΏΠ°Π½ΠΈΠΉ Ρ Π±ΠΎΠ»ΡΡΠΎΠΉ ΠΊΠ°ΠΏΠΈΡΠ°Π»ΠΈΠ·Π°ΡΠΈΠ΅ΠΉ, ΡΠ°ΠΊΠΈΡ
ΠΊΠ°ΠΊ Microsoft, Apple ΠΈ Amazon.
ΠΠΎΡΡ ΠΏΡΠ΅Π΄Π½Π°Π·Π½Π°ΡΠ΅Π½Ρ Π΄Π»Ρ ΠΈΡΠΏΠΎΠ»ΡΠ·ΠΎΠ²Π°Π½ΠΈΡ Π² ΠΊΠ°ΡΠ΅ΡΡΠ²Π΅ ΠΈΠ½ΡΡΡΡΠΌΠ΅Π½ΡΠΎΠ² ΠΊΡΠ°ΡΠΊΠΎΡΡΠΎΡΠ½ΠΎΠΉ ΡΠΎΡΠ³ΠΎΠ²Π»ΠΈ ΠΎΠΏΡΡΠ½ΡΠΌΠΈ ΠΈΠ½Π²Π΅ΡΡΠΎΡΠ°ΠΌΠΈ. FBGX, ΠΊΠ°ΠΊ ΠΈ Π±ΠΎΠ»ΡΡΠΈΠ½ΡΡΠ²ΠΎ ΠΏΡΠΎΠ΄ΡΠΊΡΠΎΠ² Ρ ΠΊΡΠ΅Π΄ΠΈΡΠ½ΡΠΌ ΠΏΠ»Π΅ΡΠΎΠΌ, Π±Π°Π»Π°Π½ΡΠΈΡΡΠ΅Ρ Π² ΠΊΠΎΠ½ΡΠ΅ ΠΊΠ°ΠΆΠ΄ΠΎΠ³ΠΎ ΡΠΎΡΠ³ΠΎΠ²ΠΎΠ³ΠΎ Π΄Π½Ρ. ΠΠ° ΠΏΡΠ°ΠΊΡΠΈΠΊΠ΅ ΡΡΠΎ ΠΎΠ·Π½Π°ΡΠ°Π΅Ρ, ΡΡΠΎ ΠΏΠΎΠΊΠ°Π·Π°ΡΠ΅Π»ΠΈ FBGX Π±ΡΠ΄ΡΡ Π·Π½Π°ΡΠΈΡΠ΅Π»ΡΠ½ΠΎ ΠΎΡΠ»ΠΈΡΠ°ΡΡΡΡ ΠΎΡ Π±Π°Π·ΠΎΠ²ΡΡ
Π°ΠΊΡΠΈΠΉ. ΠΠΆΠ΅Π΄Π½Π΅Π²Π½ΡΠΉ ΡΠ±ΡΠΎΡ ΠΎΠ·Π½Π°ΡΠ°Π΅Ρ, ΡΡΠΎ FBGX ΠΌΠΎΠΆΠ΅Ρ ΡΠΎ Π²ΡΠ΅ΠΌΠ΅Π½Π΅ΠΌ ΠΏΠΎΡΠ΅ΡΡΡΡ Π΄Π΅Π½ΡΠ³ΠΈ, Π΄Π°ΠΆΠ΅ Π΅ΡΠ»ΠΈ Π±Π°Π·ΠΎΠ²ΡΠ΅ Π°ΠΊΡΠΈΠΈ ΠΏΠΎΠΊΠ°Π·Π°Π»ΠΈ ΠΏΡΠΈΠ±ΡΠ»Ρ, ΡΡΠΎ ΠΌΠΎΠΆΠ΅Ρ ΡΡΠ°ΡΡ Π³ΡΡΠ±ΡΠΌ ΡΡΡΠΏΡΠΈΠ·ΠΎΠΌ Π΄Π»Ρ ΠΈΠ½Π²Π΅ΡΡΠΎΡΠΎΠ², ΠΏΡΠ΅Π΄ΠΏΠΎΡΠΈΡΠ°ΡΡΠΈΡ
ΠΏΠΎΠΊΡΠΏΠ°ΡΡ ΠΈ Π΄Π΅ΡΠΆΠ°ΡΡ.
ΠΠ½Π²Π΅ΡΡΠΎΡΠ°ΠΌ, ΠΆΠ΅Π»Π°ΡΡΠΈΠΌ ΠΏΠΎΠ»ΡΡΠΈΡΡ Π΄ΠΎΠ»Π³ΠΎΡΡΠΎΡΠ½ΠΎΠ΅ ΡΡΠ°ΡΡΠΈΠ΅ Π² ΠΈΠ½Π΄Π΅ΠΊΡΠ΅ ΡΠΎΡΡΠ° Russell 1000, Π±ΡΠ»ΠΎ Π±Ρ Π»ΡΡΡΠ΅ Ρ ΡΠΎΠ½Π΄Π°ΠΌΠΈ Π±Π΅Π· ΠΈΡΠΏΠΎΠ»ΡΠ·ΠΎΠ²Π°Π½ΠΈΡ Π·Π°Π΅ΠΌΠ½ΡΡ
ΡΡΠ΅Π΄ΡΡΠ², ΡΠ°ΠΊΠΈΠΌΠΈ ΠΊΠ°ΠΊ Vanguard Russell 1000 Growth ETF (VONG) ΠΈΠ»ΠΈ iShares Russell 1000 Growth ETF (IWF). Π‘ΡΡΠ΅ΡΡΠ²ΡΠ΅Ρ ΠΌΠ½ΠΎΠΆΠ΅ΡΡΠ²ΠΎ Π΄ΡΡΠ³ΠΈΡ
Π½Π΅Π΄ΠΎΡΠΎΠ³ΠΈΡ
ETF Π½Π° Π°ΠΊΡΠΈΠΈ ΡΠΎΡΡΠ°, Π½Π°ΠΏΡΠΈΠΌΠ΅Ρ, Schwab U.S. Large-Cap Growth ETF (SCHG), ΠΊΠΎΡΠΎΡΡΠΉ ΡΠ»Π΅Π΄ΡΠ΅Ρ Π·Π° ΠΈΠ½Π΄Π΅ΠΊΡΠΎΠΌ Dow Jones, ΠΈΠ»ΠΈ Vanguard Growth ETF (VUG), ΠΊΠΎΡΠΎΡΡΠΉ ΡΠ»Π΅Π΄ΡΠ΅Ρ Π·Π° ΠΈΠ½Π΄Π΅ΠΊΡΠΎΠΌ CRSP.
ΠΠ»Π°ΡΠ° Π·Π° ΡΠΏΡΠ°Π²Π»Π΅Π½ΠΈΠ΅ FBGX Π² ΡΠ°Π·ΠΌΠ΅ΡΠ΅ 85 Π±Π°Π·ΠΈΡΠ½ΡΡ
ΠΏΡΠ½ΠΊΡΠΎΠ² ΠΌΠΎΠΆΠ΅Ρ ΠΏΠΎΠΊΠ°Π·Π°ΡΡΡΡ Π²ΡΡΠΎΠΊΠΎΠΉ ΠΏΠ»Π°ΡΠΎΠΉ Π·Π° ΠΏΠ°ΡΡΠΈΠ²Π½ΠΎΠ΅ Π²Π»ΠΎΠΆΠ΅Π½ΠΈΠ΅, Π½ΠΎ ΡΡΠΎ Π½Π΅ Π΄ΠΎΠ»ΠΆΠ½ΠΎ Π±ΡΡΡ ΡΠ΅ΡΡΠ΅Π·Π½ΠΎΠΉ ΠΏΡΠΎΠ±Π»Π΅ΠΌΠΎΠΉ Π΄Π»Ρ ΠΊΡΠ°ΡΠΊΠΎΡΡΠΎΡΠ½ΠΎΠΉ ΡΠΎΡΠ³ΠΎΠ²Π»ΠΈ. Π’Π΅ΠΌ Π½Π΅ ΠΌΠ΅Π½Π΅Π΅, ΡΡΠΎ Π΄ΠΎΡΠΎΠΆΠ΅, ΡΠ΅ΠΌ ΠΏΠΎΡΡΠΈ ΠΈΠ΄Π΅Π½ΡΠΈΡΠ½ΡΠ΅ ΠΏΡΠΎΠ΄ΡΠΊΡΡ, ΡΠ°ΠΊΠΈΠ΅ ΠΊΠ°ΠΊ ETN Credit Suisse FI Large Cap Growth Enhanced (FLGE) ΠΈ ETN GS Finance, ΠΏΡΠΈΠ²ΡΠ·Π°Π½Π½ΡΠ΅ ΠΊ ΠΈΠ½Π΄Π΅ΠΊΡΡ ΡΠΎΡΡΠ° Π±ΠΎΠ»ΡΡΠΎΠΉ ΠΊΠ°ΠΏΠΈΡΠ°Π»ΠΈΠ·Π°ΡΠΈΠΈ (FRLG), ΠΊΠΎΡΠΎΡΡΠΉ ΡΠ²Π»ΡΠ΅ΡΡΡ ΡΠ°ΠΌΡΠΌ Π΄Π΅ΡΠ΅Π²ΡΠΌ ΠΈΠ· Π²ΡΠ΅Ρ
.
Based on sources: porti.ru










