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Ubs Group shares owned by Athena Wealth Management

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

Historical chart of Athena Wealth Management investment in Ubs Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ubs Group by Athena Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $245k 6.3k 39.07

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View all positions for Athena Wealth Management

Top funds holding Ubs Group

Vanguard Group
UBS Group
Vanguard Capital Management
Massachusetts Financial Services
Fisher Investments
FMR
Wellington Management Company
Zurcher Kantonalbank
Cevian Capital II GP
Pictet Asset Management Holding SA
Dodge & Cox
Deutsche Bank Aktiengesellschaft
Vanguard Fiduciary Trust
Pzena Investment Management
Capital World Investors

View all funds holding Ubs Group