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Series Portfolios Tr shares owned by UBS Group

Quarter-by-quarter ownership of Series Portfolios Tr (AIMS) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by UBS Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.3k 79 29.51

More positions owned by UBS Group

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
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 Series Portfolios Tr

Halbert Hargrove Global Advisors
UBS Group

View all funds holding Series Portfolios Tr