Ubs Global Allocation Fund Quote

BPGLX Fund  USD 12.55  0.01  0.08%   

Performance

Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Ubs Global is trading at 12.55 as of the 20th of July 2025; that is 0.08% down since the beginning of the trading day. The fund's open price was 12.56. Ubs Global has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. 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

Moving together with Ubs Mutual Fund

  0.68PEVAX Pace Smallmedium ValuePairCorr
  0.77PWTAX Ubs AllocationPairCorr
  0.77PWTYX Ubs AllocationPairCorr
  0.69EMPTX Ubs Emerging MarketsPairCorr

Ubs Mutual Fund Highlights

Fund ConcentrationUBS Asset Management Funds, Large Blend Funds, World Allocation, UBS Asset Management (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date28th of October 2022
Fiscal Year EndJune
Ubs Global Allocation [BPGLX] is traded in USA and was established 20th of July 2025. 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 172.05 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%.
Check Ubs Global Probability Of Bankruptcy

Instrument Allocation

Top Ubs Global Allocation Mutual Fund Constituents

EMBiShares JP MorganEtfEmerging Markets Bond
EMPTXUbs Emerging MarketsMutual FundDiversified Emerging Mkts
HYGiShares iBoxx HighEtfHigh Yield Bond
LQDiShares iBoxx InvestmentEtfCorporate Bond
PHDTXPace High YieldMutual FundHigh Yield Bond
RSPInvesco SP 500EtfLarge Blend
USHYiShares Broad USDEtfHigh Yield Bond
More Details

Ubs Global Allocation Risk Profiles

Ubs Global Against Markets

Other Information on Investing in Ubs Mutual Fund

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.
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