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Ubs Group shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in Ubs Group

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All positions including Ubs Group held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $788k 26k 30.72
2023-12-31 $807k 26k 30.90
2023-09-30 $400k 16k 24.65
2023-06-30 $497k 23k 21.88
2023-03-31 $244k 11k 21.34