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UBS Group AG

Position in GUG — Guggenheim Active Allocation Fund

CIK 1610520 ZURICH, V8

Position in GUG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$289,238
+$7,014 QoQ
Shares Held
18,100
-2.4% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 46 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in GUG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

UBS Group AG holds $8,980,109,896 across 469 Asset Management names. GUG ranks #337 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in GUG

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $289,238 18,100
2026-03-31 $282,224 18,543
2025-12-31 $293,952 19,175
2025-09-30 $289,660 18,568
2025-06-30 $918,927 58,755
2025-03-31 $699,563 46,421
2024-12-31 $729,328 49,047
2024-09-30 $217,202 13,124
2024-06-30 $103,211 6,913
2024-03-31 $85,876 5,838
2023-12-31 $85,291 5,818
2023-09-30 $103,558 7,671
2023-06-30 $139,177 9,692
2023-03-31 $158,005 11,254
2022-12-31 $157,095 11,680
2022-09-30 $48,337 3,750
2022-06-30 $279,839 19,707
2022-03-31 $10,003 584