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Ubs Group shares owned by Bruce G. Allen Investments

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Bruce G. Allen Investments from 13F filings

Historical chart of Bruce G. Allen Investments investment in Ubs Group

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All positions including Ubs Group held by Bruce G. Allen Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Bruce G. Allen Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $109k 2.7k 41.00
2025-06-30 $90k 2.7k 33.82
2025-03-31 $84k 2.8k 30.63
2024-12-31 $118k 3.9k 30.32
2024-09-30 $124k 4.0k 30.91
2024-06-30 $99k 3.3k 29.54
2024-03-31 $125k 4.1k 30.72
2023-12-31 $129k 4.2k 30.90

More positions owned by Bruce G. Allen Investments

Ishares Msci Eafe Value Etf Etf (EFV)
Vanguard Value Etf Etf (VTV)
Schwab Fundamental International Equity Etf Etf (FNDF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Mid-cap Value Etf Etf (VOE)
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)
Apple Stock (AAPL)
Vanguard Russell 1000 Value Etf Etf (VONV)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Rafi Esg U.s. Etf Etf (RAFE)
Ishares Russell 1000 Value Etf Etf (IWD)
Ge Aerospace Stock (GE)
Vanguard Small Cap Value Etf Etf (VBR)

View all positions for Bruce G. Allen Investments

Top funds holding Ubs Group

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

View all funds holding Ubs Group