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Ubs Group shares owned by Aj Wealth Strategies

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

Historical chart of Aj Wealth Strategies investment in Ubs Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ubs Group by Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $533k 26k 20.27
2023-03-31 $553k 26k 21.34

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding Ubs Group

UBS Group
Vanguard Group
Massachusetts Financial Services
Ubs Global Asset Management Americas
Dodge & Cox
Zurcher Kantonalbank
Jpmorgan Chase & Co
Cevian Capital II GP
FMR
Capital World Investors
Goldman Sachs Group
Legal & General Group
Pzena Investment Management
Pictet Asset Management Holding SA
Deutsche Bank Aktiengesellschaft

View all funds holding Ubs Group