Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
UBS GROUP AG 01-31-2024 12-31-2023 18527 334,075,074,464
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
INTERPUBLIC GROUP COS INC COM 1301 $19,875,573 608,933 0.00 0.00 270,885 80.13 12-31-2023
EATON VANCE TAX ADVT DIV INC COM 1302 $19,872,810 893,160 0.00 0.00 -163,829 -15.50 12-31-2023
FIRST TR SML CP CORE ALPHA F COM SHS 1303 $19,861,195 216,920 0.00 0.00 -2,553 -1.16 12-31-2023
ISHARES TR IBONDS DEC 29 1304 $19,806,864 858,555 0.00 0.00 144,901 20.30 12-31-2023
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