Ubs Group shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ubs Group
Tip: Access up to 7 years of quarterly data
All positions including Ubs Group held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ubs Group by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.4M | 35k | 39.07 |
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