UBS INVESTMENT TRUST

UBS INVESTMENT TRUST (CIK 873803) is an SEC-registered fund company with 1 reporting fund series and $231.2M in net assets as of 2026-05-31.

Registrant

Fund series (1)

SeriesNet assets
UBS U.S. Allocation Fund$231.2M

Largest reported holdings (across all series)

HoldingValue
NVIDIA Corp$10.9M
Apple Inc$9.0M
Alphabet Inc$8.2M
Amazon.com Inc$7.0M
State Street SPDR Bloomberg Emerging Markets Local Bond ETF$6.5M
State Street Global Advisors$5.5M
Microsoft Corp$5.2M
Broadcom Inc$4.6M
UMBS, TBA$3.9M
United States Treasury$3.7M
United States Treasury$3.5M
State Street Energy Select Sector SPDR ETF$3.2M
Advanced Micro Devices Inc$3.1M
iShares Russell Mid-Cap ETF$3.1M
Meta Platforms Inc$3.0M

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