UBS Group
ERC

UBS Group’s Allspring Multi-Sector Income Fund ERC Stock Holding History

UBS Group’s Portfolio ERC Stock Details ERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$469K Sell
52,009
-54,538
-51% -$505K ﹤0.01% 6127
2025
Q4 		$991K Buy
106,547
+51,024
+92% +$480K ﹤0.01% 5585
2025
Q3 		$532K Sell
55,523
-42,126
-43% -$399K ﹤0.01% 6047
2025
Q2 		$923K Sell
97,649
-39,518
-29% -$362K ﹤0.01% 5514
2025
Q1 		$1.26M Buy
137,167
+19,250
+16% +$178K ﹤0.01% 5074
2024
Q4 		$1.08M Buy
117,917
+47,959
+69% +$439K ﹤0.01% 5242
2024
Q3 		$670K Buy
69,958
+2,117
+3% +$19.6K ﹤0.01% 4996
2024
Q2 		$609K Buy
67,841
+5,886
+10% +$53.1K ﹤0.01% 4849
2024
Q1 		$578K Buy
61,955
+4,217
+7% +$39.7K ﹤0.01% 5086
2023
Q4 		$545K Sell
57,738
-4,571
-7% -$41.6K ﹤0.01% 5042
2023
Q3 		$567K Sell
62,309
-11,510
-16% -$109K ﹤0.01% 4568
2023
Q2 		$684K Sell
73,819
-15,816
-18% -$142K ﹤0.01% 4554
2023
Q1 		$820K Sell
89,635
-8,892
-9% -$86.7K ﹤0.01% 4277
2022
Q4 		$966K Sell
98,527
-3,144
-3% -$29.1K ﹤0.01% 4110
2022
Q3 		$876K Buy
101,671
+15,933
+19% +$155K ﹤0.01% 3859
2022
Q2 		$821K Sell
85,738
-14,005
-14% -$136K ﹤0.01% 3885
2022
Q1 		$1.04M Sell
99,743
-12,767
-11% -$145K ﹤0.01% 4063
2021
Q4 		$1.49M Sell
112,510
-3,588
-3% -$47.7K ﹤0.01% 4022
2021
Q3 		$1.57M Sell
116,098
-25,694
-18% -$338K ﹤0.01% 3796
2021
Q2 		$1.82M Sell
141,792
-101,884
-42% -$1.3M ﹤0.01% 3661
2021
Q1 		$3.05M Sell
243,676
-37,536
-13% -$464K ﹤0.01% 3127
2020
Q4 		$3.41M Sell
281,212
-13,038
-4% -$150K ﹤0.01% 2859
2020
Q3 		$3.16M Sell
294,250
-11,320
-4% -$127K ﹤0.01% 2628
2020
Q2 		$3.37M Sell
305,570
-6,218
-2% -$64K ﹤0.01% 2395
2020
Q1 		$3M Sell
311,788
-65,707
-17% -$782K ﹤0.01% 2378
2019
Q4 		$4.86M Buy
377,495
+2,778
+0.7% +$35K ﹤0.01% 2624
2019
Q3 		$4.63M Sell
374,717
-1,584
-0.4% -$19.7K ﹤0.01% 2456
2019
Q2 		$4.72M Sell
376,301
-1,684
-0.4% -$20.8K ﹤0.01% 2372
2019
Q1 		$4.57M Buy
377,985
+24,688
+7% +$295K ﹤0.01% 2282
2018
Q4 		$3.92M Sell
353,297
-56,180
-14% -$649K ﹤0.01% 2383
2018
Q3 		$4.98M Sell
409,477
-36,615
-8% -$458K ﹤0.01% 2345
2018
Q2 		$5.57M Buy
446,092
+61,205
+16% +$786K ﹤0.01% 2247
2018
Q1 		$5.02M Sell
384,887
-1,254,872
-77% -$16.4M ﹤0.01% 2304
2017
Q4 		$21.4M Buy
1,639,759
+53,075
+3% +$695K 0.01% 1151
2017
Q3 		$21.3M Buy
1,586,684
+41,131
+3% +$550K 0.01% 1064
2017
Q2 		$20.6M Buy
1,545,553
+82,430
+6% +$1.11M 0.01% 1025
2017
Q1 		$19.5M Buy
1,463,123
+319,738
+28% +$4.21M 0.01% 1046
2016
Q4 		$14.7M Buy
1,143,385
+148,267
+15% +$1.87M 0.01% 1222
2016
Q3 		$12.9M Buy
995,118
+82,877
+9% +$1.07M 0.01% 1245
2016
Q2 		$11.5M Buy
912,241
+19,121
+2% +$236K 0.01% 1277
2016
Q1 		$10.9M Buy
893,120
+258,879
+41% +$2.93M 0.01% 1270
2015
Q4 		$7.18M Sell
634,241
-99,312
-14% -$1.15M ﹤0.01% 1670
2015
Q3 		$8.33M Sell
733,553
-251,920
-26% -$3.06M 0.01% 1532
2015
Q2 		$12.5M Buy
985,473
+47,747
+5% +$634K 0.01% 1303
2015
Q1 		$12.5M Buy
937,726
+16,214
+2% +$220K 0.01% 1296
2014
Q4 		$12.6M Buy
+921,512
New +$12.8M 0.01% 1331

Other funds holding ERC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group's ERC Position: Q1 2026 in Review

UBS Group reduced its Allspring Multi-Sector Income Fund (ERC) stake by 51% in Q1 2026, selling an estimated $505K and leaving 52,009 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #6127.

UBS Group first reported a position in ERC in Q4 2014 and has held it in 46 quarters since. The position peaked at $21.4M in Q4 2017. 72 funds tracked by Wall St. Rank hold ERC as of Q1 2026.

  • UBS Group held 52,009 shares of Allspring Multi-Sector Income Fund worth $469K as of Q1 2026.
  • UBS Group sold 54,538 Allspring Multi-Sector Income Fund shares in Q1 2026, an estimated $505K.
  • Allspring Multi-Sector Income Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6127 holding.
  • UBS Group first reported a position in Allspring Multi-Sector Income Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Allspring Multi-Sector Income Fund position peaked at $21.4M in Q4 2017.
  • 72 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.