Your funds, side by side
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 · 481 lines · as of Feb 28, 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 |
|---|---|
| SPDR Bloomberg Emerging Markets Local Bond ETF | 4.58 % |
| NVIDIA Corp | 4.53 % |
| Apple Inc | 3.62 % |
| Alphabet Inc | 3.46 % |
| Microsoft Corp | 2.67 % |
| Amazon.com Inc | 2.63 % |
| iShares MSCI Global Gold Miners ETF | 1.65 % |
| Meta Platforms Inc | 1.44 % |
| Broadcom Inc | 1.40 % |
| iShares Trust | 1.32 % |
| Berkshire Hathaway Inc | 0.93 % |
| Eli Lilly & Co | 0.86 % |
| Mastercard Inc | 0.75 % |
| Bristol-Myers Squibb Co | 0.74 % |
| Capital One Financial Corp | 0.74 % |
| NextEra Energy Inc | 0.67 % |
| Tesla Inc | 0.65 % |
| Ingersoll Rand Inc | 0.60 % |
| Advanced Micro Devices Inc | 0.59 % |
| Netflix Inc | 0.58 % |
| Micron Technology Inc | 0.58 % |
| Regal Rexnord Corp | 0.52 % |
| Applied Materials Inc | 0.51 % |
| Walt Disney Co/The | 0.47 % |
| Oracle Corp | 0.46 % |
| Expand Energy Corp | 0.45 % |
| UnitedHealth Group Inc | 0.45 % |
| Blackrock Inc | 0.44 % |
| T-Mobile US Inc | 0.44 % |
| International Flavors & Fragrances Inc | 0.43 % |
1 funds, 481 lines read.