UBS Group »

Managed Portfolio Series shares owned by UBS Group

Quarter-by-quarter ownership of Managed Portfolio Series (KAMO) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Managed Portfolio Series by UBS Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $46k 1.9k 24.68

More positions owned by UBS Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Amazon (AMZN)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl C (GOOG)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Ubs Group SHS (UBS)

View all positions for UBS Group

Top funds holding Managed Portfolio Series

Assetmark
CoreCap Advisors
Heritage Oak Wealth Advisors
Envestnet Asset Management
Leuthold Weeden Capital Management
Sunbelt Securities
Atria Investments
Concurrent Investment Advisors
Goldman Sachs Group
IFP Advisors
Arkadios Wealth Advisors
We Are One Seven
Strategic Blueprint
Fulcrum Equity Management
Legacy Wealth Partners

View all funds holding Managed Portfolio Series