UBS Group »

Trust For Professional Man shares owned by UBS Group

Quarter-by-quarter ownership of Trust For Professional Man (JGRW) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

All positions including Trust For Professional Man held by UBS Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Trust For Professional Man by UBS Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $34k 1.4k 24.31
2024-12-31 $1.8k 71 25.90

More positions owned by UBS Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Amazon (AMZN)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl C (GOOG)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Ubs Group SHS (UBS)

View all positions for UBS Group

Top funds holding Trust For Professional Man

Jensen Investment Management
Bill Few Associates
DMKC Advisory Services
Wall Street Access Asset Management
Entrust Financial
Hamilton Point Investment Advisors
Snowden Capital Advisors
OneAscent Financial Services
HighTower Advisors
Captrust Financial Advisors
Essex Financial Services
Jane Street
Kestra Advisory Services
Susquehanna International
UBS Group

View all funds holding Trust For Professional Man