UE
| |
UBS Engage For Impact Fund | UEIPXMutual Fund | |
| UBS FUNDS | |
| Last update 2025-06-26 | 46 Stocks (2 new) |
| Value $46.00 Mil | Turnover 4 % |
UBS Engage For Impact Fund Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XPAR:BN | Danone SA | 28,720 | 2,196.7 | -5.85% | 4.770 | -0.24% | 0.000 | -7.01% | +6.13% | 43,216.7 | Consumer Packaged Goods | |
XSWX:ALC | Alcon Inc | 20,441 | 1,939.5 | -5.95% | 4.210 | -0.22% | 0.000 | -7.32% | -6.07% | 35,602.5 | Medical Devices & Instruments | |
DUB:A5G | AIB Group PLC | 286,934 | 1,853.4 | -6.01% | 4.020 | -0.20% | 0.010 | +11.88% | +31.26% | 14,081.3 | Banks | |
LSE:AZN | AstraZeneca PLC | 12,182 | 1,788.9 | -4.24% | 3.880 | -0.14% | 0.000 | +3.01% | +3.45% | 165,471.4 | Drug Manufacturers | |
AVGO | Broadcom Inc | 10,472 | 1,753.3 | -20.54% | 3.800 | -1.25% | 0.000 | +60.74% | +23.02% | 1,334,327.7 | Semiconductors | |
ADSK | Autodesk Inc | 6,143 | 1,608.2 | -4.36% | 3.490 | -0.16% | 0.000 | +13.82% | +1.83% | 64,393.0 | Software | |
MSFT | Microsoft Corp | 4,059 | 1,523.7 | -5.91% | 3.310 | -0.21% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
XMAD:IBE | Iberdrola SA | 93,351 | 1,507.4 | -5.69% | 3.270 | -0.15% | 0.000 | +1.20% | +18.87% | 94,536.0 | Utilities - Regulated | |
TSE:4519 | Chugai Pharmaceutical Co Ltd | 31,900 | 1,461.4 | -3.92% | 3.170 | -0.12% | 0.000 | -11.69% | +3.39% | 11,711,775.1 | Drug Manufacturers | |
HDB | HDFC Bank Ltd | 21,583 | 1,434.0 | -6.10% | 3.110 | -0.18% | 0.000 | +10.33% | +24.89% | 201,904.8 | Banks |
UBS Engage For Impact Fund's Historical Top Holdings Breakdowns
UBS Engage For Impact Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
COF | Capital One Financial Corp | 2025-03-31 | New Buy New Buy | +1.81% | 163.87 ($188.9) 209.82 | $219.46 | 16.18% | New holding | 4,650 | 4,650 | |
LSE:WISE | Wise PLC | 2025-03-31 | New Buy New Buy | +1.29% | 8.89 (£10.28) 11.31 | £10.09 | -1.85% | New holding | 48,440 | 48,440 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -1.25% | 167.43 ($211.65) 244.7 | $283.69 | 34.04% | Reduce -20.54% | 10,472 | -2,707 | |
ZM | Zoom Communications Inc | 2025-03-31 | Reduce Reduce | -1.17% | 72.23 ($79.69) 88.64 | $76.05 | -4.57% | Reduce -55.06% | 5,861 | -7,181 | |
IR | Ingersoll Rand Inc | 2025-03-31 | Reduce Reduce | -1.17% | 79.44 ($87.12) 94.23 | $86.83 | -0.33% | Reduce -48.87% | 6,785 | -6,485 | |
XLIS:GALP | Galp Energia SGPS SA | 2025-03-31 | Reduce Reduce | -0.63% | 14.53 (€15.87) 17.28 | €16.78 | 5.73% | Reduce -25.42% | 55,743 | -19,000 | |
MEX:GFNORTEO | Grupo Financiero Banorte SAB de CV | 2025-03-31 | Add Add | +0.49% | 134.36 (MXN146.64) 157.16 | MXN165.32 | 12.74% | Add 65.68% | 82,230 | 32,599 | |
MU | Micron Technology Inc | 2025-03-31 | Reduce Reduce | -0.31% | 86.89 ($96.05) 109.38 | $109.83 | 14.35% | Reduce -12.08% | 13,435 | -1,846 | |
COUR | Coursera Inc | 2025-03-31 | Sold Out Sold Out | -0.31% | 6.66 ($7.94) 9.69 | $8.96 | 12.85% | Sold Out | 0 | -18,047 | |
XPAR:BN | Danone SA | 2025-03-31 | Reduce Reduce | -0.24% | 63.7 (€67.93) 72.34 | €67.18 | -1.10% | Reduce -5.85% | 28,720 | -1,785 |
UBS Engage For Impact Fund Total Holding History ($B)
UBS Engage For Impact Fund's Asset Allocation
UBS Engage For Impact Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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UBS Engage For Impact Fund's Hypothetical Growth since 2025-03-31
UBS Engage For Impact Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
UBS Engage For Impact Fund's Holdings Heat Map
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UBS Engage For Impact Fund's Holdings Bubble Chart
UBS Engage For Impact Fund News
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