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Ubs U.s. Allocation Fund Class A (PWTAX)

US Funds

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54.49 -0.18 -0.33%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 200.4M

Type: Fund

Market: United States

Issuer: UBS Asset Management

Asset Class: Equity

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PWTAX Holdings

Comprehensive information about top holdings and Key Holding Information for the UBS US Allocation A (PWTAX) fund. Our UBS US Allocation A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.69	2.71	0.02
Stocks	62.78	63.28	0.50
Bonds	34.50	35.28	0.78
Preferred	0.04	0.04	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.04	18.54
Price to Book	3.76	3.20
Price to Sales	2.21	2.23
Price to Cash Flow	13.44	12.44
Dividend Yield	1.36	1.96
5 Years Earnings Growth	12.03	11.64

Sector Allocation

Name	Net %	Category Average
Technology	29.11	23.84
Financial Services	14.02	15.16
Healthcare	12.61	13.14
Consumer Cyclical	11.36	9.79
Communication Services	10.00	7.36
Industrials	7.62	10.37
Consumer Defensive	6.13	6.21
Energy	4.47	5.06
Utilities	2.16	3.23
Real Estate	1.85	4.39
Basic Materials	0.68	3.44

Region Allocation

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1,019

Number of short holdings: 4

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.10	448.99	+1.28%
E-Mini Russ 2000 Mar24 Xcme 20240315	-	3.08	-	-
Apple	US0378331005	3.00	246.49	-0.52%
Alphabet A	US02079K3059	2.42	195.40	+5.52%
Amazon.com	US0231351067	2.18	230.26	+2.32%
NVIDIA	US67066G1040	1.86	139.31	+3.14%
iShares S&P Midcap 400	US4642875078	1.46	66.32	+0.61%
AbbVie	US00287Y1091	1.45	174.37	-0.74%
Federal Home Loan Mortgage Corp. 2%	-	1.21	-	-
Broadcom	US11135F1012	1.20	183.20	+6.63%

Top Equity Funds by UBS Asset Management

Name	Total Assets	YTD%	3Y%	10Y%
PACE Large Co Growth Equity P	796.79M	29.65	8.66	14.02
PACE Large Co Value Equity P	704.19M	20.41	11.99	8.77
PACE International Equity P	663.7M	9.15	5.69	5.98
PACE Small/Medium Co Growth Equity	274.19M	20.49	1.39	9.88
PACE Small/Medium Co Value Equity P	289.55M	-0.63	-0.31	7.04

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS US Allocation.	54.49	-0.18	-0.33%