Ubs Group shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio Wealth Management investment in Ubs Group
Tip: Access up to 7 years of quarterly data
All positions including Ubs Group held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ubs Group by Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $467k | 11k | 41.00 |
| 2025-06-30 | $317k | 9.4k | 33.82 |
| 2025-03-31 | $401k | 13k | 30.63 |
| 2024-12-31 | $345k | 11k | 30.32 |
| 2024-09-30 | $297k | 9.6k | 30.91 |
| 2024-06-30 | $287k | 9.7k | 29.54 |
| 2024-03-31 | $306k | 10k | 30.72 |
| 2023-12-31 | $280k | 9.1k | 30.90 |
| 2023-09-30 | $219k | 8.9k | 24.65 |