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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

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

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Quarterly reported holdings in Beneficient by UBS Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $430 6.4k 0.07
2023-06-30 $672 224 3.00

More positions owned by UBS Group

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
Apple Call Option (AAPL)
NVIDIA Corporation Call Option (NVDA)
Ishares Tr Russell 2000 Etf Call Option (IWM)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Amazon Call Option (AMZN)
Ubs Group SHS Call Option (UBS)
JPMorgan Chase & Co. Call Option (JPM)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Meta Platforms Cl A Call Option (META)
Broadcom Call Option (AVGO)
Visa Com Cl A Call Option (V)
Alphabet Cap Stk Cl C Call Option (GOOG)
UnitedHealth Call Option (UNH)

View all positions for UBS Group

Top funds holding Beneficient

Hatteras Funds
Rivernorth Capital Management
Vanguard Group
BlackRock
Geode Capital Management
Millennium Management
Northern Trust
Stifel Financial
Tower Research Capital
Ausdal Financial Partners
Jane Street
XTX Topco
Newbridge Financial Services Group
Victory Capital Management
UBS Group

View all funds holding Beneficient