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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

Tip: Access up to 7 years of quarterly data

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
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