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
401CDW Corp/DE 10613K $0.01 %
402Humana Inc 6712.8K $0.01 %
403Allegion plc 7912.7K $0.01 %
404Generac Holdings Inc 5612.6K $0.01 %
405IDEX Corp 6012.6K $0.01 %
406Labcorp Holdings Inc 4312.4K $0.01 %
407Rollins Inc 20312.4K $0.01 %
408Align Technology Inc 6512.4K $0.01 %
409HP Inc 65012.3K $0.01 %
410Insulet Corp 5012.3K $0.01 %
411Nordson Corp 4212.3K $0.01 %
412Trimble Inc 18312.2K $0.01 %
413Globe Life Inc 8412.2K $0.01 %
414Everest Group Ltd 3612.1K $0.01 %
415Viatris Inc 79811.9K $0.01 %
416Zimmer Biomet Holdings Inc 12111.9K $0.01 %
417Deckers Outdoor Corp 9911.6K $0.01 %
418Hasbro Inc 11611.6K $0.01 %
419Incyte Corp 11311.4K $0.01 %
420Textron Inc 11611.4K $0.01 %
421Pentair PLC 11511.4K $0.01 %
422GoDaddy Inc 13011.3K $0.01 %
423Centene Corp 25211.3K $0.01 %
424Fox Corp 19911.2K $0.01 %
425Masco Corp 15511.1K $0.00 %
426F5 Inc 4010.9K $0.00 %
427Builders FirstSource Inc 10410.8K $0.00 %
428Gen Digital Inc 47110.6K $0.00 %
429Assurant Inc 4610.6K $0.00 %
430TKO Group Holdings Inc 4710.5K $0.00 %
431Ralph Lauren Corp 2910.5K $0.00 %
432Moderna Inc 19610.5K $0.00 %
433Invesco Ltd 39110.3K $0.00 %
434Trade Desk Inc/The 42710.2K $0.00 %
435Hologic Inc 13310K $0.00 %
436Fortive Corp 1659.8K $0.00 %
437Universal Health Services Inc 459.3K $0.00 %
438Akamai Technologies Inc 919K $0.00 %
439Norwegian Cruise Line Holdings Ltd 3608.9K $0.00 %
440Domino's Pizza Inc 228.9K $0.00 %
441Monster Beverage Corp 1038.8K $0.00 %
442Skyworks Solutions Inc 1468.7K $0.00 %
443Zebra Technologies Corp 388.5K $0.00 %
444Target Corp 748.4K $0.00 %
445JB Hunt Transport Services Inc 368.4K $0.00 %
446Gartner Inc 528.2K $0.00 %
447Wynn Resorts Ltd 758.1K $0.00 %
448Best Buy Co Inc 1247.7K $0.00 %
449EPAM Systems Inc 527.3K $0.00 %
450Bio-Techne Corp 1247.3K $0.00 %
451Keurig Dr Pepper Inc 2417.3K $0.00 %
452Pool Corp 327.3K $0.00 %
453Erie Indemnity Co 267K $0.00 %
454FactSet Research Systems Inc 326.9K $0.00 %
455Molina Healthcare Inc 426.5K $0.00 %
456Kimberly-Clark Corp 586.5K $0.00 %
457APA Corp 2096.3K $0.00 %
458Kroger Co/The 926.3K $0.00 %
459DaVita Inc 406.3K $0.00 %
460Charles River Laboratories International Inc 356.2K $0.00 %
461Baxter International Inc 3016.1K $0.00 %
462Revvity Inc 626.1K $0.00 %
463Solventum Corp 826.1K $0.00 %
464Sysco Corp 655.9K $0.00 %
465Franklin Resources Inc 2185.8K $0.00 %
466General Mills, Inc. 1275.7K $0.00 %
467News Corp 2275.5K $0.00 %
468Archer-Daniels-Midland Co 785.4K $0.00 %
469Hershey Co/The 225.2K $0.00 %
470Paycom Software Inc 415.2K $0.00 %
471MGM Resorts International 1395.1K $0.00 %
472Kenvue Inc 2645K $0.00 %
473A O Smith Corp 634.9K $0.00 %
474Fox Corp 924.8K $0.00 %
475Dollar Tree Inc 364.6K $0.00 %
476Match Group Inc 1434.5K $0.00 %
477Campbell's Company/The 1564.2K $0.00 %
478Estee Lauder Cos Inc/The 374.1K $0.00 %
479Henry Schein Inc 433.5K $0.00 %
480News Corp 992.7K $0.00 %
481Paramount Skydance Corp. 1932.6K $0.00 %

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The bonds it holds

This fund holds 169 bond lines from 126 companies. The table shows the 100 largest. Only companies that already have a page on Titelia 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 assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

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

Shares are computed on the fund's equities only.

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