Profesionally Managed Portfo shares owned by UBS Group
Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) 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
Download as csvQuarterly reported holdings in Profesionally Managed Portfo by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $414k | 13k | 31.18 |
| 2025-03-31 | $293k | 11k | 27.66 |
| 2024-09-30 | $3.3k | 109 | 29.91 |
| 2024-06-30 | $24k | 850 | 28.66 |
| 2024-03-31 | $22k | 741 | 30.11 |