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Spend Life Wisely Funds Invt shares owned by UBS Group

Quarter-by-quarter ownership of Spend Life Wisely Funds Invt shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Spend Life Wisely Funds Invt

Tip: Access up to 7 years of quarterly data

All positions including Spend Life Wisely Funds Invt held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spend Life Wisely Funds Invt by UBS Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $202 2 101.00

More positions owned by UBS Group

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Micron Technology (MU)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Advanced Micro Devices (AMD)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for UBS Group

Top funds holding Spend Life Wisely Funds Invt

Delos Wealth Advisors
Envestnet Asset Management
Mml Investors Services
Jane Street
UBS Group

View all funds holding Spend Life Wisely Funds Invt