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Ubs Group shares owned by Callan Family Office

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Callan Family Office from 13F filings

Historical chart of Callan Family Office investment in Ubs Group

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All positions including Ubs Group held by Callan Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Callan Family Office

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.4M 138k 46.31
2025-09-30 $2.1M 51k 41.00
2025-06-30 $1.9M 57k 33.82
2025-03-31 $697k 23k 30.63
2024-12-31 $785k 26k 30.32