Advisor Group Holdings »

Yuanbao shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Yuanbao (YB) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Yuanbao

Tip: Access up to 7 years of quarterly data

All positions including Yuanbao held by Advisor Group Holdings 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 Yuanbao by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $20 1 20.00

More positions owned by Advisor Group Holdings

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Technology (XLK)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Advisor Group Holdings

Top funds holding Yuanbao

Susquehanna International
Ward Ferry Management
Franchise Capital
Jpmorgan Chase & Co
Marshall Wace
Morgan Stanley
Barclays
Renaissance Technologies
UBS Group
Rhumbline Advisers
Quarry
Advisor Group Holdings

View all funds holding Yuanbao