UBS HOLT
UBS HOLT: A valuation-focused research platform with CFROI analysis, screening, and portfolio risk tools. Ranked #6 of 54 in Equity Research Platforms by our editors (8.4/10); pricing: Pricing on request; best for analysts focused on valuation and fundamental quality.
At a glance
- Editor score8.4 / 10
- PricingPricing on request
- Best forAnalysts focused on valuation and fundamental quality
- Company financialsYes
- Facts checked4 Oct 2026
Where it wins
- Combines CFROI analysis with traditional financial metrics and company screening
- Supports user-forecast valuation scenarios, peer analysis, and balance-sheet risk review
- Offers API integrations and portfolio risk analysis against an index or benchmark
Where it doesn't
- Underlying pricing data is delayed rather than real-time
- Pricing requires contacting sales
- Its emphasis on company valuation may not suit buyers seeking a broad research workstation
Our verdict on UBS HOLT
UBS HOLT is an equity research and valuation service for professional investors, including equity analysts, asset managers, hedge funds, quantitative analysts, and activist investors. Its HOLT Lens web platform brings together company comparison, screening, fundamental analysis, valuation scenarios, and portfolio analytics. The focus is fundamental quality and valuation rather than a general-purpose research workstation, making it a fit for teams that want a consistent way to assess company economics and market expectations.
A central feature is UBS’s proprietary CFROI methodology, which adjusts financial statement data to analyze company performance. Users can combine that view with traditional financial metrics, screen and rank companies, compare peers, assess accounting and balance-sheet risk, and apply their own forecasts to valuation scenarios. Coverage spans more than 20,000 firms across 70 countries. The product also includes fundamental, factor, and accounting quality or resilience datasets, along with portfolio risk analysis against an index or benchmark. This breadth supports valuation-led research, though the underlying pricing data is delayed, not a real-time feed.
HOLT is available through a cloud-based web platform and APIs, with integrations for Python, VB, .NET, C#, C++, Java, FactSet Workstation/Terminal, and Open:FactSet. UBS also offers datasets through channels including SFTP, and data delivery periodicities listed by UBS include daily, weekly, and monthly. Pricing is contact-sales, so prospective buyers need to discuss access with UBS rather than select a published plan. Choose HOLT if CFROI, company valuation, screening, and portfolio risk are central to your workflow; look elsewhere if you need real-time pricing or a broader research workstation as the main product.
UBS HOLT pricing
UBS HOLT fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Company financials | Yes |
| Equity screening | Yes |
| Earnings estimates | Yes |
| Market coverage | Global |
| Data freshness | Delayed |
| Research reports | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 8 integrations: Python, VB, .NET, C#, C++, Java … |
| Pricing | Pricing on request |
| Website | ubs.com |
| Facts checked | 4 Oct 2026 |
UBS HOLT integrations
UBS HOLT lists 8 integrations on its own site.
- Python
- VB
- .NET
- C#
- C++
- Java
- FactSet Workstation/Terminal
- Open:FactSet
Alternatives to UBS HOLT
- Bloomberg TerminalA broad real-time research terminal for institutional market teams.9.4
- FactSet WorkstationBroad company research, market data and portfolio analysis across desktop, web and mobile.9.3
- Bloomberg IntelligenceA research-led platform for company, industry and market analysis with Excel and API export.9.1
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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