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Horizon Fds shares owned by UBS Group

Quarter-by-quarter ownership of Horizon Fds (BENJ) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Horizon Fds

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

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Quarterly reported holdings in Horizon Fds by UBS Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.8k 151 51.36
2025-06-30 $12k 226 50.86

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View all positions for UBS Group

Top funds holding Horizon Fds

Bank of New York Mellon
Envestnet Asset Management
Cetera Investment Advisers
Cambridge Investment Research Advisors
CLS Investments
Principal Securities
H D Vest Advisory Services
Certior Financial Group
Envestnet Portfolio Solutions
Wolverine Trading
Advisor Group Holdings
Horizon Investments
LPL Financial
Atria Investments
Brookwood Investment Group

View all funds holding Horizon Fds