Titelia

Holdings of UBS U.S. Allocation Fund

UBS INVESTMENT TRUST · Original filing · Compare with another fund · Report an error

Net assets
224.4M $ including 141.7M $ in equities, 63.2 %
Positions
481 in 6 countries
Bond lines
169 from 126 companies
Top ten
26.8 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1SPDR Bloomberg Emerging Markets Local Bond ETF 469,98810.3M $4.58 %
2NVIDIA Corp 57,40010.2M $4.53 %
3Apple Inc 30,7408.1M $3.62 %
4Alphabet Inc 21,3956.7M $2.97 %
5Microsoft Corp 15,2466M $2.67 %
6Amazon.com Inc 28,1255.9M $2.63 %
7iShares MSCI Global Gold Miners ETF 37,3003.7M $1.65 %
8Meta Platforms Inc 4,9803.2M $1.44 %
9Broadcom Inc 9,8153.1M $1.40 %
10iShares Trust 28,8283M $1.32 %
11Berkshire Hathaway Inc 4,1412.1M $0.93 %
12Eli Lilly & Co 1,8261.9M $0.86 %
13Mastercard Inc 3,2531.7M $0.75 %
14Bristol-Myers Squibb Co 26,7091.7M $0.74 %
15Capital One Financial Corp 8,5041.7M $0.74 %
16NextEra Energy Inc 16,0141.5M $0.67 %
17Tesla Inc 3,6381.5M $0.65 %
18Ingersoll Rand Inc 14,3651.4M $0.60 %
19Advanced Micro Devices Inc 6,6191.3M $0.59 %
20Netflix Inc 13,5231.3M $0.58 %
21Micron Technology Inc 3,1461.3M $0.58 %
22Regal Rexnord Corp 5,2621.2M $0.52 %
23Applied Materials Inc 3,0971.2M $0.51 %
24Alphabet Inc 3,5321.1M $0.49 %
25Walt Disney Co/The 10,0361.1M $0.47 %
26Oracle Corp 7,0761M $0.46 %
27UnitedHealth Group Inc 3,4691M $0.45 %
28Expand Energy Corp 9,4261M $0.45 %
29Blackrock Inc 937996.2K $0.44 %
30T-Mobile US Inc 4,546986.9K $0.44 %
31International Flavors & Fragrances Inc 11,692961.4K $0.43 %
32Eaton Corp PLC 2,444918.7K $0.41 %
33Wells Fargo & Co 11,140907.4K $0.40 %
34Progressive Corp/The 4,237905.3K $0.40 %
35Marsh & McLennan Cos Inc 4,819899.9K $0.40 %
36First Horizon Corp 37,512892.4K $0.40 %
37Arista Networks Inc 6,683892.2K $0.40 %
38Boeing Co/The 3,872881K $0.39 %
39Owens Corning 7,051860.7K $0.38 %
40Northrop Grumman Corp 1,181855.5K $0.38 %
41Gates Industrial Corp PLC 30,833850.1K $0.38 %
42Occidental Petroleum Corp 15,992848.9K $0.38 %
43Advanced Drainage Systems Inc 4,883836.7K $0.37 %
44QUALCOMM Inc 5,822828.8K $0.37 %
45Cisco Systems, Inc. 10,283817.1K $0.36 %
46First Citizens BancShares Inc/NC 428812.4K $0.36 %
47Philip Morris International Inc. 4,314806K $0.36 %
48Bio-Rad Laboratories Inc 2,888804.1K $0.36 %
49Devon Energy Corp 18,129789.2K $0.35 %
50Johnson Controls International plc 5,349771.9K $0.34 %
51Waste Management Inc 3,132754.3K $0.34 %
52Roper Technologies Inc 2,141748.8K $0.33 %
53Walmart Inc 5,778739.3K $0.33 %
54Cooper Cos Inc/The 8,797736K $0.33 %
55Prologis Inc 5,108728.2K $0.32 %
56Dollar General Corp 4,564713.1K $0.32 %
57JPMorgan Chase & Co 2,307692.8K $0.31 %
58Voya Financial Inc 10,349692.1K $0.31 %
59Vulcan Materials Co 2,215686.7K $0.31 %
60Burlington Stores Inc 2,219680.9K $0.30 %
61Boston Scientific Corp 8,758673.1K $0.30 %
62Aptiv PLC 9,127671.2K $0.30 %
63Kraft Heinz Co/The 26,680656.6K $0.29 %
64Vertex Pharmaceuticals Inc 1,184588.2K $0.26 %
65Westlake Corp 5,356564.4K $0.25 %
66Jack Henry & Associates Inc 3,448560.2K $0.25 %
67Apollo Global Management Inc 5,140537.6K $0.24 %
68Emerson Electric Co. 3,510529.1K $0.24 %
69Welltower Inc 2,540526.1K $0.23 %
70DoorDash Inc 2,959522.2K $0.23 %
71Liberty Media Corp-Liberty Formula One 5,496503.4K $0.22 %
72Dexcom Inc 6,475475.5K $0.21 %
73Exxon Mobil Corp 3,065467.4K $0.21 %
74Visa Inc 1,426456.5K $0.20 %
75Marvell Technology Inc 5,457445.8K $0.20 %
76AppLovin Corp 979425.6K $0.19 %
77Celsius Holdings Inc 7,365394.8K $0.18 %
78NIKE Inc 6,083378.2K $0.17 %
79Zscaler Inc 2,562376.6K $0.17 %
80Linde PLC 731371.4K $0.17 %
81Johnson & Johnson 1,409350K $0.16 %
82Home Depot Inc/The 755287.4K $0.13 %
83Bank of America Corp 5,698283.9K $0.13 %
84General Electric Co 787269.4K $0.12 %
85Caterpillar Inc 349259.2K $0.12 %
86Chevron Corp 1,375256.8K $0.11 %
87Palantir Technologies Inc 1,854254.4K $0.11 %
88Lam Research Corp 1,030240.9K $0.11 %
89AbbVie Inc 1,034240K $0.11 %
90Newmont Corp 1,710222.3K $0.10 %
91Goldman Sachs Group Inc/The 255219.2K $0.10 %
92Lyft Inc 15,328212.1K $0.09 %
93RTX Corp 996201.8K $0.09 %
94McDonald's Corp. 541184.5K $0.08 %
95GE Vernova Inc 206180K $0.08 %
96International Business Machines Corp. 748179.7K $0.08 %
97Merck & Co Inc 1,450179.5K $0.08 %
98Morgan Stanley 1,028171.2K $0.08 %
99Citigroup Inc 1,518167.3K $0.07 %
100Intel Corp 3,661167K $0.07 %

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The bonds it holds

126 companies, 169 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Morgan Stanley3936.6K $0.42 %
2Capital One Financial Corp2674.5K $0.30 %
3Navient Corp3571K $0.25 %
4Bank of America Corp1485.9K $0.22 %
5Goldman Sachs Group Inc/The2456.1K $0.20 %
6Asbury Automotive Group Inc2408.5K $0.18 %
7Citigroup Inc2400.4K $0.18 %
8Blue Owl Technology Finance Corp3391K $0.17 %
9McDonald's Corp.2361.5K $0.16 %
10ASGN Inc1350.1K $0.16 %
11Mitsubishi UFJ Financial Group Inc1349.7K $0.16 %
12AT&T Inc2343K $0.15 %
13JPMorgan Chase & Co1330.5K $0.15 %
14Pfizer Inc1326.2K $0.15 %
15Kinder Morgan, Inc.2319.3K $0.14 %
16Bombardier Inc3308.2K $0.14 %
17Energizer Holdings Inc2295.8K $0.13 %
18Verizon Communications Inc2287.3K $0.13 %
19Oracle Corp2278.6K $0.12 %
20Olin Corp1269.8K $0.12 %
21Centene Corp2265K $0.12 %
22Brink's Co/The1262.6K $0.12 %
23ICAHN ENTERPRISES LP3240.5K $0.11 %
24Exelon Corp2240.1K $0.11 %
25UnitedHealth Group Inc1238.5K $0.11 %
26Royal Bank of Canada1228.2K $0.10 %
27HSBC Holdings PLC1222.4K $0.10 %
28General Motors Co1219.5K $0.10 %
29J M Smucker Co/The2218.9K $0.10 %
30Microsoft Corp2217.3K $0.10 %
31Apple Inc2216.3K $0.10 %
32Jones Lang LaSalle Inc1213.8K $0.10 %
33Barclays PLC1211.7K $0.09 %
34HEICO Corp1209.9K $0.09 %
35Bristow Group Inc1208K $0.09 %
36Eversource Energy1207.6K $0.09 %
37Western Midstream Partners LP2207K $0.09 %
38Delta Air Lines Inc2203.6K $0.09 %
39Allegiant Travel Co1202.9K $0.09 %
40Societe Generale SA1199.8K $0.09 %
41Goodyear Tire & Rubber Co/The1190.8K $0.09 %
42International Business Machines Corp.1189.8K $0.08 %
43AbbVie Inc1177.1K $0.08 %
44Oceaneering International Inc1173K $0.08 %
45Carnival Corp1167.2K $0.07 %
46Cleveland-Cliffs Inc3165.9K $0.07 %
47Canadian Imperial Bank of Commerce1164.6K $0.07 %
48Hartford Insurance Group Inc/The1163.5K $0.07 %
49Regal Rexnord Corp1163.1K $0.07 %
50Westinghouse Air Brake Technologies Corp1159.1K $0.07 %
51Sempra1158.4K $0.07 %
52CVS Health Corp1158.4K $0.07 %
53Amgen Inc1157.1K $0.07 %
54Solventum Corp1156.8K $0.07 %
55Marsh & McLennan Cos Inc1152.7K $0.07 %
56Cisco Systems, Inc.2152.4K $0.07 %
57Freeport-McMoRan Inc1151.7K $0.07 %
58Gildan Activewear Inc1151.7K $0.07 %
59Whirlpool Corp1150.7K $0.07 %
60Uber Technologies Inc1150.4K $0.07 %
61Broadcom Inc1150K $0.07 %
62CME Group Inc1150K $0.07 %
63EQT Corp1149.6K $0.07 %
64Royal Caribbean Cruises Ltd5149.3K $0.07 %
65Deutsche Bank AG1148.1K $0.07 %
66Aker BP ASA1146.2K $0.07 %
67Targa Resources Corp1145.7K $0.06 %
68Comcast Corp1144.3K $0.06 %
69NRG Energy Inc2130.9K $0.06 %
70DaVita Inc2128.8K $0.06 %
71Energy Transfer LP2121.2K $0.05 %
72Kroger Co/The1118.6K $0.05 %
73Walt Disney Co/The1113.8K $0.05 %
74MetLife Inc1110.5K $0.05 %
75Carrier Global Corp1110K $0.05 %
76Bath & Body Works Inc2109.5K $0.05 %
77Home Depot Inc/The1107.3K $0.05 %
78Allstate Corp/The1106.2K $0.05 %
79NiSource Inc1104.4K $0.05 %
80Ally Financial Inc1104.3K $0.05 %
81PNC Financial Services Group Inc/The1103.3K $0.05 %
82Vistra Corp1103.2K $0.05 %
83Netflix Inc1103K $0.05 %
84Eli Lilly & Co1102.4K $0.05 %
85Expedia Group Inc199.5K $0.04 %
86American Express Co199K $0.04 %
87Bank of Nova Scotia/The198.4K $0.04 %
88Tenet Healthcare Corp197.9K $0.04 %
89NVIDIA Corp196.2K $0.04 %
90PG&E Corp195.7K $0.04 %
91Global Payments Inc195.3K $0.04 %
92SUNOCO LP194K $0.04 %
93Clear Channel Outdoor Holdings Inc292.1K $0.04 %
94Coca-Cola Co/The191.6K $0.04 %
95Amazon.com Inc190.9K $0.04 %
96Quanta Services Inc189.4K $0.04 %
97PRA Group Inc288.2K $0.04 %
98SM Energy Co185K $0.04 %
99Caesars Entertainment Inc279.2K $0.04 %
100Lithia Motors Inc173.1K $0.03 %

Sector breakdown

  • Technology 27.5 %
  • Communication 10.6 %
  • Financials 10.4 %
  • Consumer discretionary 8.1 %
  • Industrials 7.1 %
  • Health care 6.2 %
  • Energy 2.6 %
  • Materials 2.4 %
  • Utilities 2.3 %
  • Funds 2.1 %
  • Consumer staples 1.8 %
  • Real estate 0.9 %
  • Unattributed 18.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 98.7 %
  • United Kingdom 0.7 %
  • Ireland 0.6 %
  • Netherlands 0.0 %
  • Jersey 0.0 %
  • Bermuda 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States473139.8M $98.68 %
2United Kingdom2937.1K $0.66 %
3Ireland2798.7K $0.56 %
4Netherlands268.7K $0.05 %
5Jersey136.6K $0.03 %
6Bermuda126.3K $0.02 %
Cite this page

Titelia. "Holdings of UBS U.S. Allocation Fund". https://titelia.com/en/funds/S000002487