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UBS Engage For Impact Fund | UEIPX

Mutual Fund
UBS FUNDS
Last update 2025-06-26 46 Stocks (2 new)
Value $46.00 Mil Turnover 4 %
Countries:
UBS Engage For Impact Fund Top Holdings of 2025-03-31 View Full List
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
-7.91%
+6.32%
43,293.9
Consumer Packaged Goods
XSWX:ALC
Alcon Inc
20,441
1,939.5
-5.95%
4.210
-0.22%
0.000
-5.05%
-4.19%
36,314.7
Medical Devices & Instruments
DUB:A5G
AIB Group PLC
286,934
1,853.4
-6.01%
4.020
-0.20%
0.010
+19.21%
+35.34%
14,519.3
Banks
LSE:AZN
AstraZeneca PLC
12,182
1,788.9
-4.24%
3.880
-0.14%
0.000
+4.42%
+5.70%
169,067.9
Drug Manufacturers
AVGO
Broadcom Inc
10,472
1,753.3
-20.54%
3.800
-1.25%
0.000
+53.81%
+25.20%
1,357,939.1
Semiconductors
ADSK
Autodesk Inc
6,143
1,608.2
-4.36%
3.490
-0.16%
0.000
+10.82%
+1.87%
64,418.7
Software
MSFT
Microsoft Corp
4,059
1,523.7
-5.91%
3.310
-0.21%
0.000
+32.15%
+21.67%
3,797,138.0
Software
XMAD:IBE
Iberdrola SA
93,351
1,507.4
-5.69%
3.270
-0.15%
0.000
+2.03%
+19.65%
101,889.5
Utilities - Regulated
TSE:4519
Chugai Pharmaceutical Co Ltd
31,900
1,461.4
-3.92%
3.170
-0.12%
0.000
-10.81%
+5.15%
11,911,600.7
Drug Manufacturers
HDB
HDFC Bank Ltd
21,583
1,434.0
-6.10%
3.110
-0.18%
0.000
+9.45%
+23.40%
199,500.6
Banks

UBS Engage For Impact Fund's Historical Top Holdings Breakdowns

UBS Engage For Impact Fund's Top Stock Picks View Full List
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
$211.33
11.87%
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
£10.45
1.65%
New holding
48,440
48,440
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-1.25%
167.43 ($211.65) 244.7
$288.71
36.41%
Reduce -20.54%
10,472
-2,707
ZM
Zoom Communications Inc
2025-03-31
Reduce
Reduce
-1.17%
72.23 ($79.69) 88.64
$75.63
-5.09%
Reduce -55.06%
5,861
-7,181
IR
Ingersoll Rand Inc
2025-03-31
Reduce
Reduce
-1.17%
79.44 ($87.12) 94.23
$86.89
-0.26%
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
€16.79
5.77%
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
MXN169.49
15.58%
Add 65.68%
82,230
32,599
MU
Micron Technology Inc
2025-03-31
Reduce
Reduce
-0.31%
86.89 ($96.05) 109.38
$111.73
16.32%
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
$9.08
14.36%
Sold Out
0
-18,047
XPAR:BN
Danone SA
2025-03-31
Reduce
Reduce
-0.24%
63.7 (€67.93) 72.34
€67.30
-0.93%
Reduce -5.85%
28,720
-1,785

UBS Engage For Impact Fund Total Holding History ($B)

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UBS Engage For Impact Fund's Asset Allocation

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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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