Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- UBS U.S. Allocation Fund UBS INVESTMENT TRUST · 483 lines · as of May 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | UBS U.S. Allocation Fund |
|---|---|
| NVIDIA Corp | 4.73 % |
| Alphabet Inc | 4.13 % |
| Apple Inc | 3.89 % |
| Amazon.com Inc | 3.02 % |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF | 2.81 % |
| Microsoft Corp | 2.24 % |
| Broadcom Inc | 2.01 % |
| State Street Energy Select Sector SPDR ETF | 1.38 % |
| Advanced Micro Devices Inc | 1.34 % |
| ISHARES TRUST | 1.34 % |
| Meta Platforms Inc | 1.31 % |
| iShares MSCI Global Gold Miners ETF | 1.25 % |
| Micron Technology Inc | 1.10 % |
| Eli Lilly & Co | 0.84 % |
| Berkshire Hathaway Inc | 0.77 % |
| Oracle Corp | 0.74 % |
| Capital One Financial Corp | 0.67 % |
| Tesla Inc | 0.66 % |
| UnitedHealth Group Inc | 0.66 % |
| Bristol-Myers Squibb Co | 0.65 % |
| Mastercard Inc | 0.64 % |
| QUALCOMM Inc | 0.62 % |
| Applied Materials Inc | 0.56 % |
| General Electric Co | 0.54 % |
| Snowflake Inc | 0.52 % |
| Netflix Inc | 0.50 % |
| CISCO SYSTEMS INC | 0.49 % |
| NextEra Energy Inc | 0.48 % |
| Walt Disney Co/The | 0.48 % |
| Ingersoll Rand Inc | 0.44 % |
Titelia read 483 lines in these 1 funds.