Ubs Group shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Ubs Group
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Quarterly reported holdings in Ubs Group by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $65M | 1.6M | 41.00 |
| 2025-06-30 | $55M | 1.6M | 33.82 |
| 2025-03-31 | $53M | 1.7M | 30.63 |
| 2024-12-31 | $51M | 1.7M | 30.32 |
| 2024-09-30 | $53M | 1.7M | 30.91 |
| 2024-06-30 | $52M | 1.8M | 29.54 |
| 2024-03-31 | $56M | 1.8M | 30.72 |
| 2023-09-30 | $20M | 802k | 24.65 |
| 2023-06-30 | $22M | 1.1M | 20.27 |
| 2023-03-31 | $22M | 4.6M | 4.85 |
| 2022-12-31 | $24M | 1.3M | 18.67 |
| 2022-09-30 | $20M | 1.4M | 14.51 |
| 2022-06-30 | $23M | 1.4M | 16.22 |
| 2022-03-31 | $28M | 1.4M | 19.54 |
| 2021-12-31 | $27M | 1.5M | 17.87 |
| 2021-09-30 | $19M | 1.2M | 15.94 |
| 2021-06-30 | $18M | 1.2M | 15.34 |
| 2021-03-31 | $18M | 1.2M | 15.53 |
| 2020-12-31 | $15M | 1.0M | 14.13 |
| 2020-09-30 | $8.2M | 739k | 11.15 |
| 2020-06-30 | $8.7M | 750k | 11.54 |
| 2020-03-31 | $6.5M | 700k | 9.26 |
| 2019-12-31 | $8.7M | 693k | 12.58 |
| 2019-09-30 | $7.3M | 650k | 11.31 |
| 2019-06-30 | $7.0M | 590k | 11.85 |
| 2019-03-31 | $6.7M | 555k | 12.11 |
| 2018-12-31 | $5.2M | 424k | 12.38 |
| 2018-06-30 | $3.0M | 195k | 15.35 |
| 2018-03-31 | $3.5M | 196k | 17.63 |
| 2017-12-31 | $7.4M | 400k | 18.39 |
| 2017-09-30 | $6.5M | 380k | 17.15 |
| 2017-06-30 | $6.0M | 356k | 16.98 |
| 2017-03-31 | $5.5M | 346k | 15.95 |
| 2016-12-31 | $5.5M | 350k | 15.67 |
| 2016-09-30 | $4.5M | 333k | 13.62 |
| 2016-06-30 | $6.0M | 466k | 12.96 |
| 2016-03-31 | $6.5M | 403k | 16.02 |
| 2015-12-31 | $7.8M | 403k | 19.37 |
| 2015-09-30 | $7.9M | 427k | 18.52 |
| 2015-06-30 | $8.6M | 405k | 21.20 |
More positions owned by Envestnet Asset Management
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