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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
-6.28%
+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
-6.94%
-8.78%
34,573.7
Medical Devices & Instruments
DUB:A5G
AIB Group PLC
286,934
1,853.4
-6.01%
4.020
-0.20%
0.010
+20.05%
+31.16%
14,070.6
Banks
LSE:AZN
AstraZeneca PLC
12,182
1,788.9
-4.24%
3.880
-0.14%
0.000
+1.07%
-0.83%
158,619.4
Drug Manufacturers
AVGO
Broadcom Inc
10,472
1,753.3
-20.54%
3.800
-1.25%
0.000
+64.67%
+20.81%
1,310,340.0
Semiconductors
ADSK
Autodesk Inc
6,143
1,608.2
-4.36%
3.490
-0.16%
0.000
+14.66%
+1.31%
64,061.4
Software
MSFT
Microsoft Corp
4,059
1,523.7
-5.91%
3.310
-0.21%
0.000
+38.00%
+20.34%
3,755,441.4
Software
XMAD:IBE
Iberdrola SA
93,351
1,507.4
-5.69%
3.270
-0.15%
0.000
+4.52%
+23.62%
98,311.2
Utilities - Regulated
TSE:4519
Chugai Pharmaceutical Co Ltd
31,900
1,461.4
-3.92%
3.170
-0.12%
0.000
-17.06%
-1.49%
11,158,851.6
Drug Manufacturers
HDB
HDFC Bank Ltd
21,583
1,434.0
-6.10%
3.110
-0.18%
0.000
+5.05%
+23.67%
199,800.2
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
$217.42
15.10%
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
£10.33
0.49%
New holding
48,440
48,440
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-1.25%
167.43 ($211.65) 244.7
$278.59
31.63%
Reduce -20.54%
10,472
-2,707
ZM
Zoom Communications Inc
2025-03-31
Reduce
Reduce
-1.17%
72.23 ($79.69) 88.64
$75.21
-5.62%
Reduce -55.06%
5,861
-7,181
IR
Ingersoll Rand Inc
2025-03-31
Reduce
Reduce
-1.17%
79.44 ($87.12) 94.23
$85.44
-1.93%
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
€16.15
1.76%
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
MXN159.55
8.80%
Add 65.68%
82,230
32,599
MU
Micron Technology Inc
2025-03-31
Reduce
Reduce
-0.31%
86.89 ($96.05) 109.38
$109.22
13.71%
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
$8.92
12.34%
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)

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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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