Ubs Group shares owned by Ballentine Partners
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Ballentine Partners
from 13F filings
Historical chart of Ballentine Partners investment in Ubs Group
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All positions including Ubs Group held by Ballentine Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ubs Group by Ballentine Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 40k | 41.00 |
| 2025-06-30 | $1.3M | 37k | 33.82 |
| 2025-03-31 | $1.1M | 36k | 30.63 |
| 2024-12-31 | $1.1M | 37k | 30.32 |
| 2024-09-30 | $1.0M | 34k | 30.91 |
| 2024-06-30 | $905k | 31k | 29.54 |
| 2024-03-31 | $924k | 30k | 30.72 |
| 2023-12-31 | $813k | 26k | 30.90 |
| 2023-09-30 | $546k | 22k | 24.65 |
| 2023-06-30 | $409k | 20k | 20.27 |
| 2023-03-31 | $322k | 15k | 21.34 |
| 2022-12-31 | $282k | 15k | 18.67 |
| 2022-09-30 | $218k | 15k | 14.54 |
| 2022-06-30 | $253k | 16k | 16.29 |
| 2022-03-31 | $308k | 16k | 19.53 |
| 2021-12-31 | $283k | 16k | 17.84 |
| 2021-09-30 | $254k | 16k | 16.10 |
| 2021-06-30 | $244k | 16k | 15.45 |
| 2021-03-31 | $243k | 16k | 15.66 |
| 2020-12-31 | $219k | 16k | 14.10 |
| 2020-09-30 | $169k | 15k | 10.96 |
| 2020-06-30 | $180k | 15k | 11.75 |
| 2020-03-31 | $144k | 15k | 9.58 |
| 2019-03-31 | $167k | 14k | 12.24 |
| 2018-12-31 | $195k | 16k | 12.38 |
| 2018-09-30 | $184k | 12k | 15.27 |
| 2018-06-30 | $179k | 12k | 15.35 |
| 2018-03-31 | $192k | 11k | 17.31 |