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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

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Quarterly reported holdings in Ubs Group by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $306k 10k 30.72
2023-12-31 $280k 9.1k 30.90
2023-09-30 $219k 8.9k 24.65

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Msci Emrg Chn (EMXC)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard World Fds Health Car Etf (VHT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Simplify Exchange Traded Fun Short Term Trea (TUA)
First Tr Exchange-traded Nasd Tech Div (TDIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Real Estate Etf (AVRE)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Vanguard World Fds Comm Srvc Etf (VOX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Microsoft Corporation (MSFT)

View all positions for Aprio Wealth Management

Top funds holding Ubs Group

Norges Bank Investment Management
UBS Group
Vanguard Group
Massachusetts Financial Services
Dodge & Cox
Credit Suisse
Goldman Sachs Group
Zurcher Kantonalbank
Cevian Capital II GP
Pzena Investment Management
Deutsche Bank Aktiengesellschaft
Amundi
Jpmorgan Chase & Co
Vontobel Holding
Arrowstreet Capital, Limited Partnership

View all funds holding Ubs Group