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Ubs Group shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Ubs Group

Tip: Access up to 7 years of quarterly data

All positions including Ubs Group held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $212k 6.9k 30.72
2023-12-31 $221k 7.2k 30.90
2023-09-30 $207k 8.4k 24.65