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Ubs Group shares owned by Aj Wealth Strategies

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Aj Wealth Strategies from 13F filings

Historical chart of Aj Wealth Strategies investment in Ubs Group

Tip: Access up to 7 years of quarterly data

All positions including Ubs Group held by Aj Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $533k 26k 20.27
2023-03-31 $553k 26k 21.34

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding Ubs Group

UBS Group
Vanguard Group
Massachusetts Financial Services
Credit Suisse
Dodge & Cox
FMR
Goldman Sachs Group
Zurcher Kantonalbank
Cevian Capital II GP
Jpmorgan Chase & Co
Pictet Asset Management Holding SA
Pzena Investment Management
Arrowstreet Capital, Limited Partnership
Deutsche Bank Aktiengesellschaft
Amundi

View all funds holding Ubs Group