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iShares S&P Moderate Allocation Fund ETF shares owned by UBS Group

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 89k 41.51
2023-09-30 $2.3M 59k 38.93
2023-06-30 $2.1M 52k 40.41
2023-03-31 $2.2M 55k 39.86
2022-12-31 $2.2M 58k 38.01
2022-09-30 $1.2M 32k 36.51
2022-06-30 $3.5M 89k 38.96
2022-03-31 $1.8M 41k 42.97
2021-12-31 $2.9M 64k 45.48
2021-09-30 $2.5M 56k 44.75
2021-06-30 $2.5M 55k 45.06
2021-03-31 $2.1M 49k 43.55
2020-12-31 $1.8M 41k 43.19
2020-09-30 $1.7M 42k 41.04
2020-06-30 $1.7M 42k 39.87
2020-03-31 $5.0M 137k 36.74
2019-12-31 $1.9M 48k 39.53
2019-09-30 $1.9M 50k 39.28
2019-06-30 $2.1M 53k 39.03
2019-03-31 $2.1M 54k 38.06
2018-12-31 $7.5M 211k 35.69
2018-09-30 $967k 26k 37.89
2018-06-30 $1.0M 28k 37.54
2018-03-31 $1.1M 29k 37.89
2017-12-31 $1.2M 32k 38.02
2017-09-30 $1.3M 33k 37.97
2017-06-30 $1.2M 33k 37.28
2017-03-31 $1.4M 39k 36.36
2016-12-31 $1.5M 44k 35.23
2016-09-30 $1.6M 45k 36.10
2016-06-30 $2.2M 61k 35.30
2016-03-31 $2.3M 67k 34.79
2015-12-31 $2.6M 77k 34.05
2015-09-30 $4.0M 116k 34.36
2015-03-31 $3.7M 104k 35.64

More positions owned by UBS Group

Microsoft Corporation (MSFT)
Apple Call Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon Call Option (AMZN)
NVIDIA Corporation (NVDA)
Ubs Group SHS (UBS)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Union Pacific Corporation (UNP)
Alphabet Cap Stk Cl C Put Option (GOOG)
Meta Platforms Cl A (META)

View all positions for UBS Group

Top funds holding iShares S&P Moderate Allocation Fund ETF

Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Kavar Capital Partners Group
Weitzel Financial Services
Bank of America Corporation
AE Wealth Management
Cambridge Investment Research Advisors
Weaver Consulting Group
AlTi Global
Focus Financial Network
Commonwealth Equity Services
Investment Advisory Group
Sontag Advisory

View all funds holding iShares S&P Moderate Allocation Fund ETF