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Ubs Group shares owned by Edge Financial Advisors

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

Historical chart of Edge Financial Advisors investment in Ubs Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ubs Group by Edge Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 4.4k 47.32

More positions owned by Edge Financial Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Avantis All Int (AVNM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us High Profitab (DUHP)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)

View all positions for Edge Financial Advisors

Top funds holding Ubs Group

UBS Group
Vanguard Group
Norges Bank Investment Management
Massachusetts Financial Services
Fisher Investments
Wellington Management Company
Zurcher Kantonalbank
FMR
Cevian Capital II GP
Capital World Investors
Pictet Asset Management Holding SA
Jpmorgan Chase & Co
Dodge & Cox
Pzena Investment Management
Deutsche Bank Aktiengesellschaft

View all funds holding Ubs Group