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Ubs Group shares owned by Convergence Financial

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Convergence Financial from 13F filings

Historical chart of Convergence Financial investment in Ubs Group

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All positions including Ubs Group held by Convergence Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Convergence Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $231k 4.7k 49.56

More positions owned by Convergence Financial

Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str P500val (SPYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust St Str Sp600grwo (SLYG)
Spdr Series Trust ST STR SP400GRW (MDYG)
Spdr Series Trust ST STR SP600SM C (SLYV)
Spdr Series Trust St Str Sp400val (MDYV)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Franklin Templeton Etf Tr Invt Grade Corpt (FLCO)
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL)
Ishares Tr Msci Usa Mmentm (MTUM)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Series Trust St Str Aggre Etf (SPAB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Convergence Financial

Top funds holding Ubs Group

UBS Group
Vanguard Capital Management
Norges Bank Investment Management
Fisher Investments
Massachusetts Financial Services
Wellington Management Company
FMR
Zurcher Kantonalbank
Cevian Capital II GP
Pictet Asset Management Holding SA
Dodge & Cox
Jpmorgan Chase & Co
Vanguard Fiduciary Trust
Goldman Sachs Group
Amundi

View all funds holding Ubs Group