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Advisors Inner Circle shares owned by UBS Group

Quarter-by-quarter ownership of Advisors Inner Circle (CAMX) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Advisors Inner Circle

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All positions including Advisors Inner Circle held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Inner Circle by UBS Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0k 67 29.27
2023-03-31 $19k 806 23.50

More positions owned by UBS Group

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

View all positions for UBS Group

Top funds holding Advisors Inner Circle

Cambiar Investors
Kohmann Bosshard Financial Services
Steward Partners Investment Advisory
Waddell & Associates
Benjamin Edwards
Bank of America Corporation
Morgan Stanley
Key FInancial
UBS Group

View all funds holding Advisors Inner Circle