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Fundvantage Tr shares owned by UBS Group

Quarter-by-quarter ownership of Fundvantage Tr (PCLG) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Fundvantage Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fundvantage Tr by UBS Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.5k 262 24.75

More positions owned by UBS Group

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

View all positions for UBS Group

Top funds holding Fundvantage Tr

Sontag Advisory
Tectonic Advisors
Riverview Capital Advisers
Burk Holdings
Mariner Wealth Advisors
Jane Street
Patton Fund Management
UBS Group
American Capital Advisory

View all funds holding Fundvantage Tr