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Investment Managers Ser Tr I shares owned by UBS Group

Quarter-by-quarter ownership of Investment Managers Ser Tr I (WUGI) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by UBS Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6k 42 61.93
2023-12-31 $74k 1.4k 51.27
2023-09-30 $85k 1.9k 44.55
2023-03-31 $18k 449 39.48
2022-12-31 $32k 1.0k 31.79

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 Investment Managers Ser Tr I

Jane Street
WealthBridge Capital Management
Citadel Advisors
Cambridge Investment Research Advisors
National Bank Of Canada /fi/
Pnc Financial Services
Aptus Capital Advisors
Principal Securities
UBS Group
Advisor Group Holdings

View all funds holding Investment Managers Ser Tr I