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Ubs Group shares owned by Bull Oak Capital

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Bull Oak Capital from 13F filings

Historical chart of Bull Oak Capital investment in Ubs Group

Tip: Access up to 7 years of quarterly data

All positions including Ubs Group held by Bull Oak Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Bull Oak Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3k 139 30.91

More positions owned by Bull Oak Capital

Ishares Core S&p 500 Etf Etf (IVV)
American Century Etf Trust Avantis U S Equity Etf Etf (AVUS)
Ishares Tr Core Msci Eafe Etf Etf (IEFA)
Spdr Series Trust Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
American Century Etf Trust Avantis U S Small Cap Value Etf Etf (AVUV)
Spdr Series Trust Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares Trust Ishares U S Treasury Bond Etf Etf (GOVT)
Vanguard Index Funds Vanguard Mid-cap Etf Etf (VO)
Alpha Architect Etf Tr Freedom 100 Emerging Markets Etf Etf (FRDM)
American Century Etf Trust Avantis International Small Cap Value Etf Etf (AVDV)
Ishares Trust Ishares Short Treasury Bond Etf Etf (SHV)
Vanguard Short Term Bond Etf Etf (BSV)
Vanguard Index Funds Vanguard Growth Etf Etf (VUG)
Vanguard Index Funds Vanguard Value Etf Etf (VTV)
Ishares Bitcoin Tr Shs Etf Etf (IBIT)

View all positions for Bull Oak Capital

Top funds holding Ubs Group

Vanguard Group
Massachusetts Financial Services
Dodge & Cox
Zurcher Kantonalbank
Jpmorgan Chase & Co
Cevian Capital II GP
Goldman Sachs Group
Capital World Investors
Pzena Investment Management
Pictet Asset Management Holding SA
Deutsche Bank Aktiengesellschaft
Arrowstreet Capital, Limited Partnership
Amundi
Vontobel Holding
Bank of America Corporation

View all funds holding Ubs Group