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APIEAPIE
11 quarters

Position history for UBS Group AGUBS Group AG's holdings in TRUST FOR PROFESSIONAL MANAG

UBS Group AG holds 2,210 shares of APIE (TRUST FOR PROFESSIONAL MANAG), worth $85,660 as of 2026-Q2. The position was increased (+171.2% shares).

Current Value

$85,660

Current Shares

2,210

Total Value Change

+$65,228

Total Shares Change

+1,410

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2,210
+171.2%
$85,6600.0%$38.76
24
2026-Q1
Increased
815
+305.5%
$28,7290.0%$36.84
21
2025-Q4
Unchanged
201
0.0%
$7,1380.0%$35.74
0
2025-Q3
Decreased
201
-49.8%
$7,1330.0%$34.12
0
2025-Q2
Unchanged
400
0.0%
$13,3280.0%$31.92
0
2025-Q1
Decreased
400
-44.7%
$12,0240.0%$29.16
0
2024-Q4
Decreased
723
-78.7%
$20,2580.0%$27.08
0
2024-Q3
Increased
3,400
+168.1%
$104,5160.0%$29.23
24
2024-Q2
New
1,268
-
$36,0870.0%$26.86
30
2023-Q3
Exited
0
-100.0%
$00.0%$22.85
0
2023-Q2
New
800
-
$20,4320.0%$23.64
29

Other major holders of APIE: Envestnet Portfolio Solutions, Inc., ENVESTNET ASSET MANAGEMENT INC

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