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Ubs Group shares owned by Brown Financial Advisors

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

Historical chart of Brown Financial Advisors investment in Ubs Group

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

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Quarterly reported holdings in Ubs Group by Brown Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $273k 7.0k 39.07
2024-06-30 $1.6k 54 29.54

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View all positions for Brown Financial Advisors

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