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Profesionally Managed Portfo shares owned by UBS Group

Quarter-by-quarter ownership of Profesionally Managed Portfo (CAFX) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Profesionally Managed Portfo by UBS Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.7k 227 25.01
2025-09-30 $15k 595 25.02
2024-12-31 $45k 1.8k 24.44

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 Profesionally Managed Portfo

Advisor Group Holdings
Envestnet Asset Management
Envestnet Portfolio Solutions
Mml Investors Services
Principal Securities
Branch Banking & Trust Company
National Asset Management
Goldman Sachs Group
Flow Traders US
Jane Street
Kestra Advisory Services
Transamerica Financial Advisors
Essex Savings Bank
Kestra Investment Management
Citadel Advisors

View all funds holding Profesionally Managed Portfo