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Morgan Stanley shares owned by UBS Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Morgan Stanley

2016201720182019202020212022202320240.5B1B1.5B2B5M10M15M20M
Value ($)Share countHistorical MS position of UBS Group Source: stockzoa.comValue ($)Share count

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All positions including Morgan Stanley held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by UBS Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.1B 17M 125.72
2024-09-30 $2.0B 19M 104.24
2024-06-30 $1.8B 18M 97.19
2024-03-31 $1.8B 19M 94.16
2023-12-31 $1.5B 16M 93.25
2023-09-30 $1.3B 16M 81.67
2023-06-30 $1.2B 14M 85.40
2023-03-31 $1.2B 14M 87.80
2022-12-31 $1.2B 15M 85.00
2022-09-30 $831M 10M 81.08
2022-06-30 $682M 9.0M 76.06
2022-03-31 $899M 10M 90.00
2021-12-31 $1.4B 14M 98.75
2021-09-30 $1.3B 13M 97.14
2021-06-30 $1.0B 11M 92.00
2021-03-31 $898M 12M 77.66
2020-12-31 $730M 11M 67.50
2020-09-30 $570M 12M 48.00
2020-06-30 $357M 7.4M 48.30
2020-03-31 $272M 8.0M 34.00
2019-12-31 $419M 8.2M 51.25
2019-09-30 $351M 8.2M 42.67
2019-06-30 $340M 7.8M 43.85
2019-03-31 $306M 7.3M 42.00
2018-12-31 $246M 6.3M 39.33
2018-09-30 $310M 6.6M 46.72
2018-06-30 $264M 5.6M 47.40
2018-03-31 $300M 5.6M 53.96
2017-12-31 $444M 8.4M 52.66
2017-09-30 $377M 7.8M 48.17
2017-06-30 $276M 6.2M 44.56
2017-03-31 $357M 8.3M 42.84
2016-12-31 $560M 13M 42.25
2016-09-30 $323M 10M 32.06
2016-06-30 $218M 8.4M 25.98
2016-03-31 $236M 9.4M 25.01
2015-12-31 $272M 8.6M 31.81
2015-09-30 $269M 8.6M 31.43
2015-03-31 $197M 5.5M 35.69