Titelia

Holdings of UBS GLOBAL ALLOCATION FUND

UBS FUNDS · 552 declared positions · as of Mar 31, 2026

Original filing · Net assets 140.8M $ · Ten largest lines: 59 % of the equity sleeve

Sector breakdown

  • Technology 16.8 %
  • Funds 6.6 %
  • Financials 5.9 %
  • Communication 5.8 %
  • Consumer discretionary 4.8 %
  • Industrials 3.9 %
  • Health care 3.4 %
  • Materials 1.9 %
  • Energy 1.6 %
  • Consumer staples 1.4 %
  • Utilities 1.1 %
  • Real estate 0.6 %
  • Unattributed 46.2 %

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

Currency breakdown

  • USD 94.4 %
  • EUR 2.5 %
  • GBP 1.0 %
  • JPY 0.9 %
  • CAD 0.5 %
  • CHF 0.5 %
  • HKD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 93.6 %
  • GB 1.3 %
  • JP 0.9 %
  • DE 0.8 %
  • NL 0.6 %
  • IE 0.5 %
  • CH 0.5 %
  • CA 0.5 %
  • AT 0.3 %
  • FR 0.3 %
  • ES 0.2 %
  • HK 0.1 %
  • Other countries 0.3 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US50582.3M $93.61 %
GB91.1M $1.28 %
JP7834.3K $0.95 %
DE5688.8K $0.78 %
NL5504.1K $0.57 %
IE3459.4K $0.52 %
CH4447.1K $0.51 %
CA4442.8K $0.50 %
AT2274.4K $0.31 %
FR2240.5K $0.27 %
ES1182.2K $0.21 %
HK1130.2K $0.15 %

Positions

CompanySharesValueWeight
PACE International Equity Investments 847,98116.6M $11.77 %
UBS Emerging Markets Equity Opportunity Fund 681,5687.4M $5.24 %
PACE High Yield Investments 790,6667.1M $5.03 %
iShares J.P. Morgan USD Emerging Markets Bond ETF 61,5005.8M $4.10 %
NVIDIA Corp 20,9513.7M $2.60 %
Apple Inc 11,1242.8M $2.01 %
Alphabet Inc 7,7352.2M $1.58 %
iShares MSCI Global Gold Miners ETF 28,0072.2M $1.57 %
Amazon.com Inc 10,1092.1M $1.50 %
Microsoft Corp 5,5262M $1.45 %
Invesco China Technology ETF 35,7091.6M $1.17 %
Broadcom Inc 3,5701.1M $0.79 %
Meta Platforms Inc 1,8351M $0.75 %
Berkshire Hathaway Inc 1,323634K $0.45 %
Eli Lilly & Co 674619.9K $0.44 %
Mastercard Inc 1,203601.1K $0.43 %
Bristol-Myers Squibb Co 9,211558.6K $0.40 %
Capital One Financial Corp 2,999547.1K $0.39 %
Netflix Inc 5,013482K $0.34 %
Advanced Micro Devices Inc 2,367481.5K $0.34 %
Tesla Inc 1,271472.5K $0.34 %
NextEra Energy Inc 4,427411.2K $0.29 %
Applied Materials Inc 1,157395.5K $0.28 %
Ingersoll Rand Inc 4,933395.2K $0.28 %
Oracle Corp 2,628386.6K $0.27 %
Walt Disney Co/The 3,769363.3K $0.26 %
Occidental Petroleum Corp 5,527359.3K $0.26 %
Expand Energy Corp 3,247356.5K $0.25 %
Alphabet Inc 1,205345.7K $0.25 %
UnitedHealth Group Inc 1,268343.1K $0.24 %
Micron Technology Inc 1,013342.2K $0.24 %
T-Mobile US Inc 1,558327.2K $0.23 %
Eaton Corp PLC 912326.2K $0.23 %
Progressive Corp/The 1,619321K $0.23 %
Devon Energy Corp 6,160310K $0.22 %
Arista Networks Inc 2,513308.5K $0.22 %
Blackrock Inc 320307.7K $0.22 %
Aptiv PLC 4,386304.6K $0.22 %
Wells Fargo & Co 3,759299.3K $0.21 %
First Horizon Corp 12,884293.2K $0.21 %
International Flavors & Fragrances Inc 4,028292.2K $0.21 %
Cisco Systems, Inc. 3,763292K $0.21 %
Marsh & McLennan Cos Inc 1,654286.9K $0.20 %
Boeing Co/The 1,438286.2K $0.20 %
QUALCOMM Inc 2,160278.2K $0.20 %
First Citizens BancShares Inc/NC 147277K $0.20 %
Bio-Rad Laboratories Inc 993276.8K $0.20 %
Burlington Stores Inc 848275.9K $0.20 %
Northrop Grumman Corp 400272.9K $0.19 %
Waste Management Inc 1,182271.6K $0.19 %
Walmart Inc 2,125264.1K $0.19 %
Johnson Controls International plc 2,009263.1K $0.19 %
Owens Corning 2,428262.8K $0.19 %
Roper Technologies Inc 734259.7K $0.18 %
Prologis Inc 1,862246.1K $0.17 %
Voya Financial Inc 3,542242K $0.17 %
Philip Morris International Inc. 1,462241.7K $0.17 %
Cooper Cos Inc/The 3,360240.2K $0.17 %
Gates Industrial Corp PLC 10,609239.9K $0.17 %
ASML Holding NV 176234K $0.17 %
Vulcan Materials Co 850231.5K $0.16 %
Salesforce Inc 1,236230.7K $0.16 %
Regal Rexnord Corp 1,224229.2K $0.16 %
Advanced Drainage Systems Inc 1,669228.9K $0.16 %
JPMorgan Chase & Co 746219.4K $0.16 %
Westlake Corp 1,835214.4K $0.15 %
Welltower Inc 1,059209.4K $0.15 %
Boston Scientific Corp 3,319208.3K $0.15 %
Dollar General Corp 1,745207.2K $0.15 %
Marvell Technology Inc 2,084206.4K $0.15 %
Kraft Heinz Co/The 9,171206.3K $0.15 %
Vertex Pharmaceuticals Inc 446199.2K $0.14 %
Apollo Global Management Inc 1,755195.5K $0.14 %
AIB Group PLC 17,630188.2K $0.13 %
Jack Henry & Associates Inc 1,177186K $0.13 %
Knorr-Bremse AG 1,619185K $0.13 %
Glencore PLC 24,265183.8K $0.13 %
Banco Bilbao Vizcaya Argentaria SA 8,435182.2K $0.13 %
Liberty Media Corp-Liberty Formula One 2,099178.5K $0.13 %
Exxon Mobil Corp 1,033175.3K $0.12 %
Emerson Electric Co. 1,308171.4K $0.12 %
British American Tobacco PLC 2,901168.4K $0.12 %
DoorDash Inc 1,112167K $0.12 %
Koninklijke Philips NV 5,817159.1K $0.11 %
Dexcom Inc 2,459154.4K $0.11 %
Microchip Technology Inc 2,383154K $0.11 %
Canadian Pacific Kansas City Ltd 1,941152.7K $0.11 %
Sony Group Corp 7,100148K $0.11 %
Sandoz Group AG 1,888147.9K $0.11 %
BAWAG Group AG 972147.8K $0.11 %
AstraZeneca PLC 752147K $0.10 %
Shin-Etsu Chemical Co Ltd 3,600146.6K $0.10 %
AppLovin Corp 368146.5K $0.10 %
Infineon Technologies AG 3,165143.6K $0.10 %
Keyence Corp 400142.4K $0.10 %
ITOCHU Corp 11,100141.2K $0.10 %
Visa Inc 463139.9K $0.10 %
Danone SA 1,717137.2K $0.10 %
Zscaler Inc 975136.8K $0.10 %
Linde PLC 273135.3K $0.10 %