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Advisors Ser Tr shares owned by UBS Group

Quarter-by-quarter ownership of Advisors Ser Tr (LCLG) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Advisors Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Advisors Ser Tr by UBS Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 285 62.75
2025-06-30 $48k 849 55.99
2025-03-31 $40k 832 47.69
2024-09-30 $538 11 48.91
2024-03-31 $3.9k 84 46.10
2023-12-31 $40 1 40.00

More positions owned by UBS Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Ubs Group SHS (UBS)
Tesla Motors (TSLA)
Ishares Tr Russell 2000 Etf (IWM)
Visa Com Cl A (V)

View all positions for UBS Group

Top funds holding Advisors Ser Tr

Logan Capital Management
Townsquare Capital
Nbc Securities
UBS Group

View all funds holding Advisors Ser Tr