Ubs Global is trading at 13.71 as of the 3rd of January 2026; that is 0.44% increase since the beginning of the trading day. The fund's open price was 13.65. Ubs Global has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 5th of October 2025 and ending today, the 3rd of January 2026. Click here to learn more.
The fund will invest in securities and derivatives to gain exposure to equity, fixed income, and alternative asset class securities, including, but not limited to, convertible bonds and real estate securities, including real estate investment trusts and real estate operating companies. More on Ubs Global Allocation
Ubs Global Allocation [BPGLX] is traded in USA and was established 3rd of January 2026. Ubs Global is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under World Allocation category and is part of UBS Asset Management family. This fund currently has accumulated 148.98 M in assets under management (AUM) with minimum initial investment of 2 M. Ubs Global Allocation is currently producing year-to-date (YTD) return of 7.17% with the current yeild of 0.02%, while the total return for the last 3 years was 8.43%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ubs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ubs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ubs Global Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ubs Global Allocation Mutual Fund Constituents
Ubs Global financial ratios help investors to determine whether Ubs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ubs with respect to the benefits of owning Ubs Global security.