UBS AM
SR icon

UBS AM’s Spire SR Stock Holding History

UBS AM’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13M Sell
166,172
-5,282
-3% -$454K ﹤0.01% 1120
2026
Q1 		$15.5M Buy
171,454
+4,926
+3% +$432K ﹤0.01% 987
2025
Q4 		$13.8M Sell
166,528
-11,598
-7% -$989K ﹤0.01% 1000
2025
Q3 		$14.5M Sell
178,126
-98,969
-36% -$7.53M ﹤0.01% 947
2025
Q2 		$20.2M Buy
277,095
+64,657
+30% +$4.84M ﹤0.01% 1044
2025
Q1 		$16.6M Buy
212,438
+19,373
+10% +$1.42M ﹤0.01% 1031
2024
Q4 		$13.1M Buy
193,065
+5,454
+3% +$365K ﹤0.01% 1126
2024
Q3 		$12.6M Buy
187,611
+5,899
+3% +$383K ﹤0.01% 1132
2024
Q2 		$11M Buy
181,712
+55,110
+44% +$3.33M ﹤0.01% 1088
2024
Q1 		$7.77M Buy
126,602
+7,852
+7% +$470K ﹤0.01% 1094
2023
Q4 		$7.4M Buy
118,750
+3,908
+3% +$233K ﹤0.01% 1099
2023
Q3 		$6.5M Sell
114,842
-354
-0.3% -$21.5K ﹤0.01% 1119
2023
Q2 		$8.08M Hold
115,196
– – ﹤0.01% 1047
2023
Q1 		$8.08M Buy
115,196
+3,012
+3% +$214K ﹤0.01% 1047
2022
Q4 		$7.72M Buy
112,184
+4,029
+4% +$274K ﹤0.01% 1029
2022
Q3 		$6.74M Sell
108,155
-11,388
-10% -$814K ﹤0.01% 1099
2022
Q2 		$8.89M Sell
119,543
-6,494
-5% -$488K ﹤0.01% 1001
2022
Q1 		$9.04M Buy
126,037
+17,453
+16% +$1.16M ﹤0.01% 1104
2021
Q4 		$7.08M Buy
108,584
+10,582
+11% +$669K ﹤0.01% 1253
2021
Q3 		$6M Buy
98,002
+2,360
+2% +$162K ﹤0.01% 1285
2021
Q2 		$6.91M Buy
95,642
+509
+0.5% +$37.9K ﹤0.01% 1244
2021
Q1 		$7.03M Buy
95,133
+53
+0.1% +$3.54K ﹤0.01% 1204
2020
Q4 		$6.09M Buy
95,080
+5,389
+6% +$328K ﹤0.01% 1214
2020
Q3 		$4.77M Buy
89,691
+11,452
+15% +$683K ﹤0.01% 1163
2020
Q2 		$5.14M Sell
78,239
-9,252
-11% -$659K ﹤0.01% 1107
2020
Q1 		$6.52M Sell
87,491
-3,759
-4% -$301K ﹤0.01% 973
2019
Q4 		$7.6M Buy
91,250
+10,852
+13% +$889K ﹤0.01% 1039
2019
Q3 		$7.01M Buy
80,398
+5,993
+8% +$505K ﹤0.01% 1076
2019
Q2 		$6.24M Buy
74,405
+2,311
+3% +$194K ﹤0.01% 1117
2019
Q1 		$5.93M Buy
72,094
+6,812
+10% +$531K ﹤0.01% 1088
2018
Q4 		$4.84M Buy
65,282
+5,207
+9% +$394K ﹤0.01% 1102
2018
Q3 		$4.42M Buy
60,075
+2,213
+4% +$164K ﹤0.01% 1188
2018
Q2 		$4.09M Buy
57,862
+8,249
+17% +$582K ﹤0.01% 1231
2018
Q1 		$3.59M Buy
49,613
+4,423
+10% +$301K ﹤0.01% 1247
2017
Q4 		$3.4M Buy
45,190
+3,256
+8% +$253K ﹤0.01% 1232
2017
Q3 		$3.13M Buy
41,934
+2,798
+7% +$208K ﹤0.01% 1244
2017
Q2 		$2.73M Buy
39,136
+1,954
+5% +$137K ﹤0.01% 1254
2017
Q1 		$2.51M Buy
37,182
+14,738
+66% +$959K ﹤0.01% 1260
2016
Q4 		$1.45M Sell
22,444
-14,924
-40% -$939K ﹤0.01% 1420
2016
Q3 		$2.38M Buy
37,368
+1,284
+4% +$85.8K ﹤0.01% 1311
2016
Q2 		$2.56M Buy
36,084
+697
+2% +$45.8K ﹤0.01% 1266
2016
Q1 		$2.4M Sell
35,387
-2,406
-6% -$153K ﹤0.01% 1298
2015
Q4 		$2.25M Sell
37,793
-165
-0.4% -$9.51K ﹤0.01% 1387
2015
Q3 		$2.07M Buy
37,958
+17,759
+88% +$945K ﹤0.01% 1417
2015
Q2 		$1.05M Buy
20,199
+2,200
+12% +$115K ﹤0.01% 1658
2015
Q1 		$922K Buy
17,999
+900
+5% +$47.2K ﹤0.01% 1670
2014
Q4 		$910K Buy
17,099
+800
+5% +$40.2K ﹤0.01% 1629
2014
Q3 		$756K Buy
16,299
+4,000
+33% +$192K ﹤0.01% 1664
2014
Q2 		$597K Buy
12,299
+2,100
+21% +$98.2K ﹤0.01% 1814
2014
Q1 		$481K Buy
10,199
+1,500
+17% +$68.1K ﹤0.01% 1919
2013
Q4 		$396K Buy
8,699
+300
+4% +$13.8K ﹤0.01% 1944
2013
Q3 		$378K Hold
8,399
– – ﹤0.01% 1929
2013
Q2 		$383K Buy
+8,399
New +$382K ﹤0.01% 1838

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

UBS AM's SR Position: Q2 2026 in Review

UBS AM reduced its Spire (SR) stake by 3.1% in Q2 2026, selling an estimated $454K and leaving 166,172 shares worth $13M. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

UBS AM first reported a position in SR in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.2M in Q2 2025. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • UBS AM held 166,172 shares of Spire worth $13M as of Q2 2026.
  • UBS AM sold 5,282 Spire shares in Q2 2026, an estimated $454K.
  • Spire made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1120 holding.
  • UBS AM first reported a position in Spire in Q2 2013 and has held it in 53 quarters since.
  • UBS AM's Spire position peaked at $20.2M in Q2 2025.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.