Manager Directed Portfolios shares owned by UBS Group
Quarter-by-quarter ownership of Manager Directed Portfolios (SWP) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Manager Directed Portfolios
Tip: Access up to 7 years of quarterly data
All positions including Manager Directed Portfolios held by UBS Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Manager Directed Portfolios by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7k | 241 | 27.68 |
| 2025-06-30 | $115k | 4.4k | 26.06 |
| 2025-03-31 | $216k | 8.8k | 24.44 |
| 2024-12-31 | $49k | 2.0k | 25.17 |