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Ubs Group shares owned by Acumen Wealth Advisors

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Acumen Wealth Advisors from 13F filings

Historical chart of Acumen Wealth Advisors investment in Ubs Group

Tip: Access up to 7 years of quarterly data

All positions including Ubs Group held by Acumen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $21k 413 49.56
2026-03-31 $17k 429 39.07

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Ishares Tr Core Us Aggbd Et (AGG)
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Rbb Fund Trust Firs Eagl Ov Etf (FEOE)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis All Int (AVNM)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Amazon (AMZN)
Ishares Core Msci Emkt (IEMG)
Micron Technology (MU)

View all positions for Acumen Wealth Advisors

Top funds holding Ubs Group

UBS Group
Vanguard Capital Management
Norges Bank Investment Management
Fisher Investments
Massachusetts Financial Services
Wellington Management Company
FMR
Zurcher Kantonalbank
Cevian Capital II GP
Pictet Asset Management Holding SA
Dodge & Cox
Jpmorgan Chase & Co
Vanguard Fiduciary Trust
Goldman Sachs Group
Amundi

View all funds holding Ubs Group