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Ubs Group shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth Management investment in Ubs Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ubs Group by Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $330k 11k 30.72
2023-12-31 $318k 10k 30.90
2023-09-30 $243k 9.9k 24.65

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Ishares Tr Us Treas Bd Etf (GOVT)
Ncino (NCNO)

View all positions for Drive Wealth Management

Top funds holding Ubs Group

Norges Bank Investment Management
UBS Group
Vanguard Group
Massachusetts Financial Services
Dodge & Cox
Credit Suisse
Goldman Sachs Group
Zurcher Kantonalbank
Cevian Capital II GP
Pzena Investment Management
Deutsche Bank Aktiengesellschaft
Amundi
Jpmorgan Chase & Co
Vontobel Holding
Arrowstreet Capital, Limited Partnership

View all funds holding Ubs Group