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Ubs Group shares owned by Aspiriant

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

Historical chart of Aspiriant investment in Ubs Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ubs Group by Aspiriant

Quarter filed Position value Share count Share price at filing
2026-09-30 $208k 4.3k 48.13

More positions owned by Aspiriant

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Index Fds MRNGSTR SML CP V (VBR)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Etf (IWB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds MRNGSTR TTL STK (VTI)

View all positions for Aspiriant

Top funds holding Ubs Group

UBS Group
Vanguard Capital Management
Norges Bank Investment Management
Fisher Investments
Massachusetts Financial Services
Wellington Management Company
FMR
Zurcher Kantonalbank
Cevian Capital II GP
Pictet Asset Management Holding SA
Dodge & Cox
Jpmorgan Chase & Co
Vanguard Fiduciary Trust
Goldman Sachs Group
Amundi

View all funds holding Ubs Group