Ubs Group shares owned by Catalytic Wealth RIA
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Catalytic Wealth RIA
from 13F filings
Historical chart of Catalytic Wealth RIA investment in Ubs Group
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All positions including Ubs Group held by Catalytic Wealth RIA consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ubs Group by Catalytic Wealth RIA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.2M | 24k | 49.57 |
| 2026-03-31 | $933k | 24k | 38.98 |
| 2025-12-31 | $422k | 9.1k | 46.31 |
| 2025-09-30 | $312k | 7.6k | 41.00 |