UBS Group »

Beneficient shares owned by UBS Group

Quarter-by-quarter ownership of Beneficient (BENF) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Beneficient

Tip: Access up to 7 years of quarterly data

All positions including Beneficient held by UBS Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Beneficient by UBS Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $583 83 7.03

More positions owned by UBS Group

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Ubs Group SHS (UBS)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Gold Tr Gold Shs (GLD)
Tesla Motors (TSLA)

View all positions for UBS Group

Top funds holding Beneficient

Vanguard Group
Geode Capital Management
BlackRock
State Street Corporation
Jane Street
Global Assets Advisory
Northern Trust
Ausdal Financial Partners
Tower Research Capital
Legacy Wealth Managment
UBS Group

View all funds holding Beneficient