UBS Group
SPBX

UBS Group’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

UBS Group’s Portfolio SPBX Stock Details SPBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.86K Buy
201
+6
+3% +$171 ﹤0.01% 8890
2026
Q1 		$5.26K Buy
+195
New +$5.37K ﹤0.01% 8811
2025
Q4 		– Sell
-796
Closed -$21.4K – 11437
2025
Q3 		$21.4K Buy
+796
New +$21K ﹤0.01% 8110

Other funds holding SPBX

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

UBS Group's SPBX Position: Q2 2026 in Review

UBS Group increased its AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) stake by 3.1% in Q2 2026, buying an estimated $171 and bringing the position to 201 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #8890.

UBS Group first reported a position in SPBX in Q3 2025 and has held it in 3 quarters since. The position peaked at $21.4K in Q3 2025. 27 funds tracked by Wall St. Rank hold SPBX as of Q2 2026.

  • UBS Group held 201 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $5.86K as of Q2 2026.
  • UBS Group bought 6 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q2 2026, an estimated $171.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8890 holding.
  • UBS Group first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q3 2025 and has held it in 3 quarters since.
  • UBS Group's AllianzIM 6 Month Buffer10 Allocation ETF position peaked at $21.4K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q2 2026.

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