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Ubs Group shares owned by Altium Wealth Management

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

Historical chart of Altium Wealth Management investment in Ubs Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ubs Group by Altium Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $553k 34k 16.21
2022-03-31 $398k 20k 19.53

More positions owned by Altium Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Altium Wealth Management

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