Financial Institutions shares owned by UBS Group
Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Financial Institutions
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All positions including Financial Institutions held by UBS Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Institutions by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 38k | 27.20 |
| 2025-06-30 | $868k | 34k | 25.68 |
| 2025-03-31 | $564k | 23k | 24.96 |
| 2024-12-31 | $582k | 21k | 27.29 |
| 2024-09-30 | $316k | 12k | 25.47 |
| 2024-06-30 | $235k | 12k | 19.32 |
| 2024-03-31 | $305k | 16k | 18.82 |
| 2023-12-31 | $366k | 17k | 21.30 |
| 2023-09-30 | $216k | 13k | 16.83 |
| 2023-06-30 | $136k | 8.6k | 15.74 |
| 2023-03-31 | $110k | 5.7k | 19.28 |
| 2022-12-31 | $104k | 4.2k | 24.36 |
| 2022-09-30 | $38k | 1.6k | 23.90 |
| 2022-06-30 | $44k | 1.8k | 24.39 |
| 2022-03-31 | $156k | 5.2k | 30.16 |
| 2021-12-31 | $192k | 6.0k | 31.83 |
| 2021-06-30 | $5.0k | 174 | 28.74 |
| 2021-03-31 | $89k | 2.9k | 30.28 |
| 2020-12-31 | $188k | 6.4k | 29.41 |
| 2020-09-30 | $49k | 1.6k | 29.41 |
| 2020-06-30 | $186k | 6.3k | 29.41 |
| 2020-03-31 | $186k | 10k | 18.19 |
| 2019-12-31 | $588k | 20k | 29.41 |
| 2019-09-30 | $462k | 15k | 30.20 |
| 2019-06-30 | $150k | 5.2k | 29.13 |
| 2019-03-31 | $91k | 3.4k | 27.08 |
| 2018-12-31 | $206k | 8.0k | 25.71 |
| 2018-09-30 | $206k | 6.6k | 31.28 |
| 2018-06-30 | $180k | 5.5k | 32.95 |
| 2018-03-31 | $93k | 3.2k | 29.08 |
| 2017-12-31 | $0 | 1.5k | 0.00 |
| 2017-09-30 | $80k | 2.8k | 28.75 |
| 2017-06-30 | $45k | 1.5k | 29.84 |
| 2017-03-31 | $26k | 798 | 32.87 |
| 2016-12-31 | $111k | 3.2k | 34.30 |
| 2016-09-30 | $35k | 1.3k | 27.19 |
| 2016-06-30 | $31k | 1.2k | 25.79 |
| 2016-03-31 | $20k | 696 | 28.74 |
| 2015-12-31 | $22k | 795 | 28.01 |
| 2015-09-30 | $15k | 600 | 25.00 |
| 2015-03-31 | $14k | 600 | 23.33 |