Ubs Group shares owned by Bp Wealth Management
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Bp Wealth Management
from 13F filings
Historical chart of Bp Wealth Management investment in Ubs Group
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Quarterly reported holdings in Ubs Group by Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $213k | 4.6k | 46.31 |
| 2025-06-30 | $221k | 6.5k | 33.82 |
| 2025-03-31 | $362k | 12k | 30.63 |
| 2024-12-31 | $434k | 14k | 30.32 |
| 2024-06-30 | $431k | 15k | 29.54 |
| 2024-03-31 | $542k | 18k | 30.72 |
| 2023-12-31 | $699k | 23k | 30.90 |
| 2023-09-30 | $699k | 28k | 24.65 |
| 2023-06-30 | $612k | 30k | 20.27 |
| 2023-03-31 | $475k | 22k | 21.34 |
| 2022-12-31 | $413k | 22k | 18.67 |
| 2022-09-30 | $348k | 24k | 14.54 |
| 2022-06-30 | $227k | 14k | 16.33 |
| 2022-03-31 | $262k | 13k | 19.51 |
| 2021-12-31 | $188k | 11k | 17.75 |
| 2021-09-30 | $292k | 18k | 15.95 |
| 2021-06-30 | $389k | 25k | 15.35 |
| 2021-03-31 | $980k | 63k | 15.52 |
| 2020-12-31 | $757k | 54k | 14.13 |
| 2020-09-30 | $360k | 32k | 11.17 |
| 2020-06-30 | $164k | 14k | 11.59 |
| 2018-09-30 | $189k | 11k | 17.39 |
| 2018-06-30 | $184k | 12k | 15.25 |
| 2018-03-31 | $223k | 13k | 17.53 |
| 2017-12-31 | $276k | 15k | 18.42 |
| 2017-09-30 | $250k | 15k | 17.18 |
| 2017-06-30 | $236k | 14k | 17.02 |
| 2017-03-31 | $202k | 13k | 15.99 |
| 2016-12-31 | $215k | 14k | 15.66 |
| 2016-09-30 | $297k | 23k | 12.97 |
| 2016-06-30 | $297k | 23k | 12.97 |
| 2016-03-31 | $380k | 24k | 16.01 |
| 2015-12-31 | $460k | 24k | 19.37 |
| 2015-09-30 | $637k | 34k | 18.52 |
| 2015-06-30 | $613k | 29k | 21.19 |