UBS AM
TIPX icon

UBS AM’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

UBS AM’s Portfolio TIPX Stock Details TIPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.6M Sell
3,201,578
-209,199
-6% -$4M 0.01% 611
2026
Q1 		$65.5M Buy
3,410,777
+3,122,506
+1,083% +$59.9M 0.01% 576
2025
Q4 		$5.5M Buy
+288,271
New +$5.54M ﹤0.01% 1415

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

UBS AM's TIPX Position: Q2 2026 in Review

UBS AM reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 6.1% in Q2 2026, selling an estimated $4M and leaving 3,201,578 shares worth $60.6M. The position accounts for 0.01% of the portfolio, ranked #611.

UBS AM first reported a position in TIPX in Q4 2025 and has held it in 3 quarters since. The position peaked at $65.5M in Q1 2026. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • UBS AM held 3,201,578 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $60.6M as of Q2 2026.
  • UBS AM sold 209,199 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $4M.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of UBS AM's portfolio in Q2 2026, its #611 holding.
  • UBS AM first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • UBS AM's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $65.5M in Q1 2026.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

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