Our offering

UBS HOLT empowers you to make informed decisions by providing a clear, objective framework for comparing and valuing companies worldwide. With over 20,000 companies in our database, you gain a unique and consistent approach to portfolio evaluation, using our powerful tools to help streamline the investment process.

Benchmark, screen, and score companies effortlessly, eliminating the need to sift through distorted global accounting data. Focus on what matters most - making strategic investment decisions.

Used by asset managers around the world, our tools and services are invaluable resources for a wide range of professional investors, including equity analysts, hedge funds, quantitative analysts, and activist investors.

Introducing UBS HOLT

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Economic returns

Analyze the real economics of a company and understand the levels and changes in stock prices worldwide.

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Global comparability

Compare stocks, sectors, and markets over time and across international borders.

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Better decisions

Use a common language for measuring company performance, forecasting, and calibrating market expectations.

Our solutions

HOLT Lens

An online platform with a suite of interactive tools to help you compare and value over 20,000 companies from around the world, and gain a clear understanding of company operations, valuation, market expectations, sustainability, and accounting quality.

These tools assist with fundamental analysis, idea generation, allocation and benchmarking, quantitative analysis, and portfolio analysis.

 

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Compare and value stocks on a global basis

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Gain insights into what is priced into stocks

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Generate and filter ideas more efficiently

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Identify portfolio risks

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Improve productivity and scale the investment process

  • Idea generation: Hundreds of proprietary and traditional financial metrics can be deployed to screen and rank companies according to specific investment criteria and themes. The universe of 20,000 stocks can be filtered to focus efforts on identifying alpha.
  • Single stock insights: Search for a company to quickly answer questions and draw conclusions such as: Is the company discounted? What are the market embedded expectations? What is the sentiment? And what are the risks? The HOLT inputs can be flexed with the user’s own forecasts to derive valuation scenarios and assess upside potential or downside risk.
  • Fundamental assessment: Modeling that allows quick insights into the key drivers of operational performance using HOLT’s proprietary CFROI metric, run peer comparisons, understand the accounting and balance sheet risk and quantify a company's embedded market expectations.
  • Portfolio analytics: Provide objective portfolio analytics using HOLT's differentiated set of factors and styles, enabling clients to analyze risk exposures in the portfolio compared with an index or benchmark.

HOLT Insights

Our global team of 40+ Sector Specialists demonstrate how to use HOLT to gain deeper insight across sectors and regions. Leverage global and regional macro insights, industry analysis and individual company highlights and concerns. 

Access to HOLT Insights is available through UBS Neo.

Latest HOLT insights

Market insights and commentary from our global thought leaders.

HOLT Data

HOLT provides access to its leading and differentiated fundamental, factor and accounting quality/resilience datasets via a wide range of channels and API functionalities. Supercharge your investment process by incorporating HOLT's high-quality data into your process and workflow in a convenient and flexible manner.

Access charts, custom valuations, and data across the HOLT product suite for integration into programming languages including Python, VB, .NET, C#, C++, and Java.

Benefit from HOLT’s economically adjusted data offerings.

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Comprehensive

  • Global Coverage – Over 20,000 firms in 70 countries
  • Standardized, ready to test data sets – company specific and aggregate level
  • Extensive Time Series – monthly from 1976, annual from 1950
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High Quality

  • Quality Control – a robust, proprietary process to find and override incorrect data
  • Sector Specialists – 40+ globally, 24 CFA, ACA, FRM and CPA qualified
  • Benefit from the HOLT Framework – economic value-based data that removes accounting distortions
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Continuous Development

  • 35 years of innovation to improve the economic understanding of businesses
  • Close monitoring of global changes in accounting standards and market behavior
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Convenient Access

  • Tiereddata files depending on client needs
  • Delivered via SFTP, Lens Data API, Factset Workstation/Terminal and Open:Factset
  • Daily / Weekly (As-Was) and Monthly (As-Was / Pro-Forma) Periodicities

UBS HOLT in the news

HOLT experts and insights have been featured across leading global business and financial media outlets, reflecting strong interest in the team's distinctive perspectives on markets, corporate performance and the key questions shaping investor debate.

HOLT Disclaimer

Valuation Method and Risk Statement
The HOLT methodology does not assign ratings or a target price to a security. It is an analytical tool that involves use of a set of proprietary quantitative algorithms and warranted value calculations, collectively called the HOLT valuation model, that are consistently applied to all the companies included in its database. The HOLT valuation model is a discounted cash flow model. Third-party data (including consensus earnings estimates) are systematically translated into a number of default variables and incorporated into the algorithms available in the HOLT valuation model. The source financial statement, pricing, and earnings data provided by outside data vendors are subject to quality control and may also be adjusted to more closely measure the underlying economics of firm performance. These adjustments provide consistency when analyzing a single company across time, or analyzing multiple companies across industries or national borders.

The default scenario that is produced by the HOLT valuation model establishes a warranted price that represents the expected mean value for a security based upon empirically derived fade algorithms that forecast a firm’s future return on capital and growth rates over an extended period of time. As the third-party data are updated, the warranted price updates automatically. A company’s future achieved return on capital or growth rate may differ from HOLT default forecast. Additional information about the HOLT methodology is available upon request.

CFROI, CFROE, HOLT, HOLT Lens, HOLTfolio, and “Powered by HOLT” are trademarks or registered trademarks of UBS in the United States and other countries. HOLT is a corporate performance and valuation service of UBS.

HOLT Business Resilience Dashboard (HBRD) Disclaimer
The HOLT Business Resilience Dashboard (HBRD) is constructed by applying systematic processes on publicly available records and third-party data to generate quantitative measures. The HBRD consistently assigns scores using a transparent combination of metrics and weights across financial, environmental and governance inputs. Individual companies can be scored on a global-size and/or region-size relative basis. The HBRD is also translated into five textual assessments (e.g. “Highest” or “Lowest”) based on their quintile percentile rank. For further details on the HBRD methodology HOLT Business Resilience Primer please contact UBS Securities LLC, 11 Madison Avenue, New York, NY 10010, USA, Attention: Investment Research. The HBRD does not constitute or imply any endorsement or recommendation of any individual company. UBS has not sought to independently verify information obtained from public and third-party sources and makes no representations or warranties as to accuracy, completeness or reliability of such information due to inconsistent reporting of data by companies. Additionally, as global laws, guidelines and regulations in relation to the tracking and provision of such data are evolving, all such disclosures are made on a non-reliance basis and are subject to change. Any figures, values or other data published in this report are neither designed nor administered in line with the standards of the IOSCO Principles for Financial Benchmarks or the EU Benchmarks Regulation (EU) 2016/1011 or any other benchmark related regulatory guidelines and as such you are prohibited from using those figures, values or data in a way which would amount to use of a financial benchmark under those regimes (or any equivalent rules or regulations in any global jurisdiction).

Note
HOLT transferred to UBS on October 1, 2024 – renamed as UBS HOLT. The UBS HOLT Lens website and materials will be transitioning to UBS branding over time, with expected full redesign to UBS in time.

For all other HOLT specific disclaimers, please see https://www.ubs.com/disclosures.

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