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iShares S&P Growth Allocation Fund shares owned by UBS Group

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Growth Allocation Fund 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 Growth Allocation Fund by UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.5M 160k 53.19
2023-09-30 $10M 208k 49.41
2023-06-30 $9.4M 182k 51.45
2023-03-31 $8.4M 167k 50.03
2022-12-31 $18M 383k 47.16
2022-09-30 $7.5M 171k 43.75
2022-06-30 $7.3M 153k 48.00
2022-03-31 $11M 196k 53.96
2021-12-31 $32M 561k 57.08
2021-09-30 $8.9M 161k 55.47
2021-06-30 $9.2M 164k 56.00
2021-03-31 $9.6M 179k 53.56
2020-12-31 $9.2M 176k 52.20
2020-09-30 $8.9M 184k 48.44
2020-06-30 $8.6M 186k 46.39
2020-03-31 $9.7M 235k 41.38
2019-12-31 $10M 215k 47.84
2019-09-30 $9.7M 211k 46.06
2019-06-30 $10M 220k 46.02
2019-03-31 $9.9M 222k 44.70
2018-12-31 $14M 333k 41.05
2018-09-30 $14M 312k 45.13
2018-06-30 $16M 359k 44.47
2018-03-31 $17M 365k 45.45
2017-12-31 $16M 364k 44.92
2017-09-30 $16M 352k 44.83
2017-06-30 $15M 349k 43.61
2017-03-31 $15M 348k 42.39
2016-12-31 $14M 355k 40.58
2016-09-30 $15M 354k 41.15
2016-06-30 $15M 365k 40.03
2016-03-31 $14M 358k 39.45
2015-12-31 $19M 495k 38.88
2015-09-30 $18M 472k 38.16
2015-03-31 $11M 259k 40.82

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 Growth Allocation Fund

Wells Fargo & Company
Bank of America Corporation
Global Assets Advisory
Mesirow Financial Investment Management International Equity
Aspiriant
WestEnd Advisors
Assetmark
Strategic Wealth Partners
Consilium Wealth Advisory
Stifel Financial
Royal Bank of Canada
Branch Banking & Trust Company
Warren Averett Asset Management
Lebenthal Global Advisors
Cambridge Investment Research Advisors

View all funds holding iShares S&P Growth Allocation Fund