← All Mutual Funds

UBS Series Funds

CIK: 0001060517 Equity
Report date: 2026-03-30
AUM $315M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-30

Holdings

From latest SEC N-PORT filing · US-listed stocks only

17 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 T AT&T INC Since 2026-05-10 00206RHV7 Debt
0.63%
$1.99 2,000,000
2 ABBV ABBVIE INC Since 2026-05-10 00287YAY5 Debt
0.79%
$2.50 2,500,000
3 AMGN AMGEN INC Since 2026-05-10 031162CJ7 Debt
1.11%
$3.48 3,500,000
4 AMGN AMGEN INC Since 2026-05-10 031162CT5 Debt
0.47%
$1.48 1,500,000
5 BMO BANK OF MONTREAL Since 2026-05-10 06368L3M6 Debt
0.64%
$2.01 2,000,000
6 BMO BANK OF MONTREAL Since 2026-05-10 06368LNT9 Debt
0.72%
$2.26 2,250,000
7 C CITIGROUP INC Since 2026-05-10 172967KY6 Debt
0.63%
$1.99 2,000,000
8 D DOMINION ENERGY INC Since 2026-05-10 25746UCK3 Debt
0.63%
$1.99 2,000,000
9 FITB FIFTH THIRD BANCORP Since 2026-05-10 316773DA5 Debt
0.47%
$1.47 1,500,000
10 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280BB4 Debt
0.64%
$2.00 2,000,000
11 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280ED7 Debt
0.66%
$2.07 2,000,000
12 IR INGERSOLL RAND INC Since 2026-05-10 45687VAC0 Debt
0.56%
$1.78 1,750,000
13 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PCY0 Debt
0.72%
$2.27 2,250,000
14 KMI KINDER MORGAN INC Since 2026-05-10 49456BAU5 Debt
0.47%
$1.48 1,500,000
15 WFC WELLS FARGO & COMPANY Since 2026-05-10 949746RW3 Debt
0.79%
$2.50 2,500,000
16 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3S0 Debt
0.48%
$1.50 1,500,000
17 XEL XCEL ENERGY INC Since 2026-05-10 98389BAU4 Debt
0.63%
$1.99 2,000,000