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Unified Ser Tr shares owned by UBS Group

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

Historical chart of UBS Group investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified 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 Unified Ser Tr by UBS Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.3k 173 47.83
2024-06-30 $2.9k 90 32.26
2023-03-31 $48k 1.6k 29.50
2022-12-31 $26k 966 26.50

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View all positions for UBS Group

Top funds holding Unified Ser Tr

OneAscent Financial Services
OneAscent Wealth Management
LPL Financial
Plan A Wealth
Atria Investments
Wealth Enhancement Advisory Services
OneAscent Family Office
Envestnet Asset Management
ValMark Advisers
Pensionmark Financial Group
Inspire Advisors
Investment Research Partners
RFG Advisory
OneAscent Investment Solutions
Patron Partners Advisors

View all funds holding Unified Ser Tr