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Zacks Trust shares owned by UBS Group

Quarter-by-quarter ownership of Zacks Trust shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by UBS Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $51 2 25.50

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 Zacks Trust

Continental Investors Services
Gts Securities
UBS Group

View all funds holding Zacks Trust