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BDCZ

UBS AG London Branch ELKS 4 (BDCZ)

$19.4

Delayed price

PASS

BUY Advisory
SELL Advisory (Profit)
SELL Advisory (Loss)

Profit
Loss
Pass (Skip investing)

Time period over

ALL
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MONTH
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Upturn Advisory Summary

04/01/2025: BDCZ (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type ETF

Historic Profit 3.57%

Avg. Invested days 50

Today’s Advisory PASS

Upturn Star Rating

Upturn Advisory Performance

3.0

ETF Returns Performance

1.0

Profits based on simulation

Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 2765	Beta 0.81	52 Weeks Range 16.83 - 20.41	Updated Date 04/2/2025
52 Weeks Range 16.83 - 20.41	Updated Date 04/2/2025

Upturn AI SWOT

UBS AG London Branch ELKS 4

ETF Overview

Overview

It's impossible to provide a complete and accurate analysis of 'UBS AG London Branch ELKS 4' as a US ETF because it appears to be a product linked to the London Stock Exchange and specific details about its US availability and tracking index are not readily available in common US ETF databases. Therefore, the following information is based on assumptions and may not be fully accurate.

Reputation and Reliability

UBS AG is a large, established financial institution. Its reputation is generally considered strong, although it has faced regulatory scrutiny at times.

Management Expertise

UBS has extensive experience in managing investment products, including ETFs, globally.

Investment Objective

Goal

Unable to determine without specific details, the assumed investment objective would depend on the underlying assets and strategy. A general assumption is growth and income generation.

Investment Approach and Strategy

Strategy: Unable to determine. Assumes it tracks a specific index or sector.

Composition Unable to determine the exact asset allocation and compositions.

Market Position

Market Share: Market share data is unavailable, assuming to be limited in the US ETF market.

Total Net Assets (AUM): Total net assets unknown. This information is not publicly available in US ETF market resources.

Competitors

Key Competitors

Competitive Landscape

The US ETF market is highly competitive, dominated by large issuers such as Vanguard, BlackRock, and State Street. Smaller or specialized ETFs, such as this assumed one, face challenges gaining market share and attracting assets compared to larger established funds due to greater name recognition and lower expense ratios. Its advantages may lie in specialized investment approaches, but its disadvantages include lower liquidity and higher trading costs.

Financial Performance

Historical Performance: Historical performance unavailable, as this ETF isn't standard to US market. No data available.

Benchmark Comparison: Benchmark comparison unavailable due to no tracking index known. No data available.

Expense Ratio: Expense ratio unknown. No data available.

Liquidity

Average Trading Volume

Average trading volume is likely to be low, due to limited US market presence.

Bid-Ask Spread

The bid-ask spread is likely to be wider than that of popular ETFs, reflecting lower trading volume.

Market Dynamics

Market Environment Factors

Market dynamics depends on the underlying investment strategies. Market conditions, sector growth, and economic indicators will play role.

Growth Trajectory

Growth trajectory cannot be determined without specific investment strategy.

Moat and Competitive Advantages

Competitive Edge

Without detailed information, competitive advantages are hard to determine. It may have focused investment strategy on specific sector or asset. Such approach offers unique value compared to broader ETFs. The unique focus could be competitive advantage for those looking for specific exposures.

Risk Analysis

Volatility

Volatility unknown, dependent on underlying assets.

Market Risk

Market risk is associated with fluctuations in the value of its underlying assets.

Investor Profile

Ideal Investor Profile

The ideal investor is hard to determined without the core holdings. Those interested in the specific market or sector this ETF represents would be the ideal investors.

Market Risk

The suitability depends on the investor's risk tolerance and investment goals.

Summary

UBS AG London Branch ELKS 4 is an assumed ETF in the US markets, and itu2019s US ETF details are unavailable. Therefore, a full analysis is impossible. If ELKS4 is available in the US Market, its target market and investment strategy is most likely a niche sector. It would compete with popular ETFs. Due to limited liquidity and market presence, it may be best suited for sophisticated investors seeking specialized exposure.

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Data Sources:

ETF.com
Bloomberg
Yahoo Finance

Disclaimers:

The information provided is based on limited publicly available data and assumptions. Actual performance and characteristics may vary. This is not investment advice.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About UBS AG London Branch ELKS 4

Exchange NYSE ARCA	Headquaters -
IPO Launch date -	CEO -
Sector -	Industry -	Full time employees -	Website
Full time employees -	Website

The ETRACS Wells Fargo® Business Development Company Index ETN Series B due April 26, 2041 are senior unsecured debt securities issued by UBS AG. The index is intended to measure the performance of all business development companies listed on the NYSE or NASDAQ that satisfy specified market capitalization and other eligibility requirements. It refers to the business development companies included in the Wells Fargo® Business Development Company Index as the "index constituents." The index is a proprietary index of Wells Fargo Securities, LLC.

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