UBS US Allocation Fund - UBS

Shareclass

UBS US Allocation Fund Class P (PWTYX)

Type

Open-end mutual fund

Manager

UBS

Filing

NPORT filing 30 Nov 2025

Investments in major fossil fuel companies

Top 50 coal-fired power

$2.38 MILLION

Top 200 carbon reserves

$1.25 MILLION

Top 200 carbon reserves

$727,692

Top 200 carbon reserves

$725,931

Top 200 carbon reserves

$584,005

Top 50 coal-fired power

$187,645

Fossil fuel holdings

Energy sector

Top 200 owners of carbon reserves

Carbon Underground 200

holdings

$3.6M

invested

1.48%

of portfolio

Coal industry

Coal miners, coal services, owners of coal reserves

holdings

$3.63M

invested

1.49%

of portfolio

Oil/gas industry

Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators

holdings

$8M

invested

3.29%

of portfolio

Utility sector

Top 50 coal-fired utilities

Macroclimate 50

holdings

$2.85M

invested

1.17%

of portfolio

Fossil-fired utilities

Utilities burning fossil fuels or distributing gas

holdings

$6.22M

invested

2.56%

of portfolio

When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.

All fossil fuel companies

54 holdings

1. Berkshire Hathaway Inc
$2.38M
0.98%
2. NextEra Energy Inc
$1.56M
0.64%
3. Expand Energy Corp
$1.25M
0.51%
4. Occidental Petroleum Corp
$727,692
0.3%
5. Devon Energy Corp
$725,931
0.3%

See all

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Regular updates on sustainability risks and ethical concerns in everyday investment products

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

UBS US Allocation Fund - UBS PWTYX

Environment

Fossil fuels

Coal/oil/gas energy, fossil-fired utilities, related financial companies

Deforestation

Deforestation-risk agriculture, related financial companies, consumer brands

Social

Gender equality

Gender equality scorecard group ranking

N/A

Diversity disclosures

Diversity disclosures scorecard group ranking

N/A

Racial justice

Racial justice scorecard group ranking

N/A

LGBTQ+ equity

LGBTQ+ equity scorecard group ranking

N/A

Civilian firearms

Civilian firearms manufacturers, related gun retailers

Prison industrial complex

Prisons and borders industry, including private prison operators

Military weapons

Military arms manufacturers, including nuclear weapons, controversial weapons

Tobacco

Tobacco companies, and tobacco-promoting entertainment companies

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Disclaimer: As You Sow is not an investment adviser

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Fossil fuel companiesare fueling the climate crisis.

See the impact of your investments

Regular updates on sustainability risks and ethical concerns in everyday investment products

Environment

Social

Disclaimer: As You Sow is not an investment adviser