UBS Group
SPBW

UBS Group’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

UBS Group’s Portfolio SPBW Stock Details SPBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-199
Closed -$5.42K – 11346
2026
Q1 		$5.42K Buy
199
+83
+72% +$2.28K ﹤0.01% 8788
2025
Q4 		$3.18K Buy
+116
New +$3.14K ﹤0.01% 9085

Other funds holding SPBW

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group's SPBW Position: Q2 2026 in Review

UBS Group sold out of AllianzIM Buffer20 Allocation ETF (SPBW) in Q2 2026, closing a stake of 199 shares — an estimated $5.42K sold.

UBS Group first reported a position in SPBW in Q4 2025 and held it in 2 quarters. The position peaked at $5.42K in Q1 2026. 32 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

  • UBS Group reported no remaining AllianzIM Buffer20 Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 199 AllianzIM Buffer20 Allocation ETF shares in Q2 2026, an estimated $5.42K.
  • UBS Group first reported a position in AllianzIM Buffer20 Allocation ETF in Q4 2025 and held it in 2 quarters.
  • UBS Group's AllianzIM Buffer20 Allocation ETF position peaked at $5.42K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

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