Ubs Group shares owned by Beach Investment Counsel
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Beach Investment Counsel
from 13F filings
Historical chart of Beach Investment Counsel investment in Ubs Group
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All positions including Ubs Group held by Beach Investment Counsel consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ubs Group by Beach Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $2.2M | 72k | 30.62 |
| 2024-12-31 | $2.2M | 72k | 30.32 |
| 2024-09-30 | $2.5M | 81k | 30.91 |
| 2024-06-30 | $2.4M | 81k | 29.55 |
| 2024-03-31 | $2.6M | 84k | 30.90 |
| 2023-12-31 | $2.6M | 84k | 30.90 |
| 2023-09-30 | $2.1M | 84k | 24.65 |
| 2023-06-30 | $1.7M | 86k | 20.27 |
| 2023-03-31 | $1.8M | 86k | 21.34 |
| 2022-12-31 | $237k | 13k | 18.66 |
| 2022-09-30 | $256k | 18k | 14.50 |
| 2022-06-30 | $286k | 18k | 16.20 |
| 2022-03-31 | $345k | 18k | 19.55 |
| 2021-12-31 | $315k | 18k | 17.85 |
| 2021-09-30 | $281k | 18k | 15.92 |
| 2021-06-30 | $271k | 18k | 15.35 |
| 2021-03-31 | $274k | 18k | 15.52 |
| 2020-12-31 | $249k | 18k | 14.11 |
| 2020-09-30 | $294k | 26k | 11.14 |
| 2020-06-30 | $395k | 34k | 11.55 |
| 2020-03-31 | $317k | 34k | 9.27 |
| 2019-12-31 | $430k | 34k | 12.57 |
| 2019-09-30 | $575k | 51k | 11.31 |
| 2019-06-30 | $603k | 51k | 11.86 |
| 2019-03-31 | $616k | 51k | 12.11 |
| 2018-12-31 | $659k | 51k | 12.96 |
| 2018-09-30 | $674k | 43k | 15.73 |
| 2018-06-30 | $657k | 43k | 15.33 |
| 2018-03-31 | $757k | 43k | 17.67 |
| 2017-12-31 | $788k | 43k | 18.39 |
| 2017-09-30 | $735k | 43k | 17.15 |
| 2017-06-30 | $728k | 43k | 16.99 |
| 2017-03-31 | $715k | 45k | 15.94 |
| 2016-12-31 | $703k | 45k | 15.67 |
| 2016-09-30 | $2.6M | 191k | 13.62 |
| 2016-06-30 | $2.5M | 190k | 12.96 |
| 2016-03-31 | $3.0M | 190k | 16.02 |
| 2015-12-31 | $3.7M | 189k | 19.37 |
| 2015-09-30 | $6.0M | 326k | 18.52 |
| 2015-06-30 | $9.8M | 461k | 21.20 |
| 2015-03-31 | $2.5M | 131k | 18.77 |
| 2014-12-31 | $2.2M | 130k | 17.05 |