UBS Group
RIGS icon

UBS Group’s ALPS Strategic Income Fund RIGS Stock Holding History

UBS Group’s Portfolio RIGS Stock Details RIGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-110
Closed -$2.56K – 11066
2025
Q3 		$2.56K Sell
110
-140
-56% -$3.24K ﹤0.01% 9153
2025
Q2 		$5.81K Sell
250
-133
-35% -$3.04K ﹤0.01% 9134
2025
Q1 		$8.85K Buy
383
+244
+176% +$5.59K ﹤0.01% 8719
2024
Q4 		$3.21K Sell
139
-5,724
-98% -$132K ﹤0.01% 8911
2024
Q3 		$138K Sell
5,863
-8,553
-59% -$199K ﹤0.01% 6127
2024
Q2 		$326K Sell
14,416
-74,896
-84% -$1.7M ﹤0.01% 5319
2024
Q1 		$2.04M Sell
89,312
-7,197
-7% -$165K ﹤0.01% 3940
2023
Q4 		$2.24M Sell
96,509
-69,335
-42% -$1.55M ﹤0.01% 3696
2023
Q3 		$3.67M Sell
165,844
-1,930
-1% -$43.4K ﹤0.01% 2873
2023
Q2 		$3.81M Buy
167,774
+63,679
+61% +$1.45M ﹤0.01% 2855
2023
Q1 		$2.39M Buy
104,095
+58,797
+130% +$1.34M ﹤0.01% 3236
2022
Q4 		$1.03M Sell
45,298
-4,715
-9% -$106K ﹤0.01% 4047
2022
Q3 		$1.11M Sell
50,013
-588
-1% -$13.5K ﹤0.01% 3664
2022
Q2 		$1.15M Sell
50,601
-13,242
-21% -$306K ﹤0.01% 3621
2022
Q1 		$1.51M Buy
63,843
+25,201
+65% +$606K ﹤0.01% 3703
2021
Q4 		$953K Sell
38,642
-2,357
-6% -$58.1K ﹤0.01% 4430
2021
Q3 		$1.01M Buy
40,999
+2,498
+6% +$62.1K ﹤0.01% 4187
2021
Q2 		$956K Buy
38,501
+1,192
+3% +$29.5K ﹤0.01% 4219
2021
Q1 		$920K Buy
37,309
+2,396
+7% +$59.2K ﹤0.01% 4347
2020
Q4 		$865K Buy
34,913
+3,720
+12% +$92K ﹤0.01% 4128
2020
Q3 		$764K Buy
31,193
+28,734
+1,169% +$708K ﹤0.01% 3839
2020
Q2 		$60K Sell
2,459
-7,496
-75% -$177K ﹤0.01% 5710
2020
Q1 		$222K Sell
9,955
-4,934
-33% -$119K ﹤0.01% 4640
2019
Q4 		$370K Sell
14,889
-5,635
-27% -$140K ﹤0.01% 5104
2019
Q3 		$510K Sell
20,524
-3,775
-16% -$93.8K ﹤0.01% 4546
2019
Q2 		$602K Buy
24,299
+261
+1% +$6.46K ﹤0.01% 4164
2019
Q1 		$592K Sell
24,038
-61,833
-72% -$1.51M ﹤0.01% 3949
2018
Q4 		$2.06M Buy
85,871
+33,448
+64% +$812K ﹤0.01% 3009
2018
Q3 		$1.29M Sell
52,423
-15,391
-23% -$377K ﹤0.01% 3615
2018
Q2 		$1.65M Buy
67,814
+1,170
+2% +$28.7K ﹤0.01% 3338
2018
Q1 		$1.64M Sell
66,644
-8,391
-11% -$208K ﹤0.01% 3300
2017
Q4 		$1.89M Sell
75,035
-21,722
-22% -$549K ﹤0.01% 3251
2017
Q3 		$2.46M Buy
96,757
+345
+0.4% +$8.76K ﹤0.01% 2939
2017
Q2 		$2.44M Sell
96,412
-2,229
-2% -$56.4K ﹤0.01% 2830
2017
Q1 		$2.49M Buy
98,641
+9,725
+11% +$245K ﹤0.01% 2738
2016
Q4 		$2.24M Sell
88,916
-8,606
-9% -$216K ﹤0.01% 2823
2016
Q3 		$2.47M Sell
97,522
-4,949
-5% -$125K ﹤0.01% 2650
2016
Q2 		$2.55M Sell
102,471
-87,596
-46% -$2.16M ﹤0.01% 2573
2016
Q1 		$4.65M Buy
190,067
+20,109
+12% +$485K ﹤0.01% 1930
2015
Q4 		$4.11M Buy
169,958
+83,231
+96% +$2.02M ﹤0.01% 2135
2015
Q3 		$2.09M Buy
86,727
+75,722
+688% +$1.87M ﹤0.01% 2698
2015
Q2 		$275K Buy
11,005
+2,379
+28% +$60K ﹤0.01% 4597
2015
Q1 		$218K Buy
+8,626
New +$217K ﹤0.01% 4810

Other funds holding RIGS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $183M AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group's RIGS Position: Q4 2025 in Review

UBS Group sold out of ALPS Strategic Income Fund (RIGS) in Q4 2025, closing a stake of 110 shares — an estimated $2.56K sold.

UBS Group first reported a position in RIGS in Q1 2015 and held it in 43 quarters. The position peaked at $4.65M in Q1 2016. 38 funds tracked by Wall St. Rank hold RIGS as of Q4 2025.

  • UBS Group reported no remaining ALPS Strategic Income Fund position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 110 ALPS Strategic Income Fund shares in Q4 2025, an estimated $2.56K.
  • UBS Group first reported a position in ALPS Strategic Income Fund in Q1 2015 and held it in 43 quarters.
  • UBS Group's ALPS Strategic Income Fund position peaked at $4.65M in Q1 2016.
  • 38 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.