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Ubs Group shares owned by PDS Planning

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Ubs Group

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All positions including Ubs Group held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $509k 17k 30.72
2023-12-31 $473k 15k 30.90
2023-09-30 $380k 15k 24.65
2023-06-30 $307k 15k 20.27
2023-03-31 $249k 12k 21.34
2022-09-30 $146k 10k 14.49
2021-09-30 $165k 10k 15.96
2021-06-30 $155k 10k 15.37