Location
Chicago, IL
Holdings as of
12/31/2025
Value ($000)
$472,968,484
Num holdings
18,619
Date filed
2/13/2026
Form type
13F-HR
Prev filing
11/14/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 UBS Group AG 028-16612
2 UBS Asset Management Trust Company 028-3900
7 UBS Asset Management Switzerland AG 028-10396
8 UBS Asset Management (UK) Ltd. 028-05673
9 UBS Asset Management Life Ltd. 028-05961
10 Unified Global Alternatives, a distinct business unit of UBS Asset Management Americas LLC 028-25861
11 CIG US, a distict business unit of UBS Asset Management Americas LLC 028-03702