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Ubs Group shares owned by Advisor OS

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in Ubs Group

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All positions including Ubs Group held by Advisor OS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Advisor OS

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 7.1k 30.91
2024-06-30 $235k 7.9k 29.54
2024-03-31 $253k 8.2k 30.72
2023-12-31 $238k 7.7k 30.90

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Northrop Grumman Corporation (NOC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Schwab Charles Family Amt Tax Free Mny (SCTXX)

View all positions for Advisor OS

Top funds holding Ubs Group

Vanguard Group
Massachusetts Financial Services
Dodge & Cox
Zurcher Kantonalbank
Jpmorgan Chase & Co
Cevian Capital II GP
Goldman Sachs Group
Capital World Investors
Pzena Investment Management
Pictet Asset Management Holding SA
Deutsche Bank Aktiengesellschaft
Arrowstreet Capital, Limited Partnership
Amundi
Vontobel Holding
Bank of America Corporation

View all funds holding Ubs Group