Bruce G. Allen Investments »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
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 Large Co. Index Etf Etf (FNDF)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Mid-cap Value Etf Etf (VOE)
Sprott Physical Gold Tr Unit Cef (PHYS)
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)
Vanguard Russell 1000 Value Etf Etf (VONV)
Apple Stock (AAPL)
Pimco Rafi Esg U.s. Etf Etf (RAFE)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Bruce G. Allen Investments

Top funds holding Ubs Group

Norges Bank Investment Management
UBS Group
Vanguard Group
Massachusetts Financial Services
Dodge & Cox
Credit Suisse
Goldman Sachs Group
Zurcher Kantonalbank
Cevian Capital II GP
Pzena Investment Management
Deutsche Bank Aktiengesellschaft
Amundi
Jpmorgan Chase & Co
Vontobel Holding
Arrowstreet Capital, Limited Partnership

View all funds holding Ubs Group