Ubs Group shares owned by Evergreen Capital Management
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Evergreen Capital Management
from 13F filings
Historical chart of Evergreen Capital Management investment in Ubs Group
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Quarterly reported holdings in Ubs Group by Evergreen Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $13M | 270k | 49.56 |
| 2026-03-31 | $1.1M | 27k | 39.07 |
| 2025-12-31 | $1.9M | 41k | 46.31 |
| 2025-09-30 | $1.6M | 40k | 41.00 |
| 2025-06-30 | $968k | 29k | 33.82 |
| 2025-03-31 | $925k | 30k | 30.63 |
| 2024-12-31 | $848k | 28k | 30.32 |
| 2024-09-30 | $752k | 24k | 30.91 |
| 2024-06-30 | $694k | 24k | 29.54 |
| 2024-03-31 | $740k | 24k | 30.72 |
| 2023-12-31 | $708k | 23k | 30.90 |
| 2023-09-30 | $588k | 24k | 24.65 |
| 2023-06-30 | $440k | 22k | 20.27 |
| 2023-03-31 | $471k | 22k | 21.34 |
| 2022-12-31 | $368k | 20k | 18.67 |
| 2022-09-30 | $190k | 13k | 14.51 |
| 2022-06-30 | $185k | 11k | 16.19 |
| 2022-03-31 | $284k | 15k | 19.57 |
| 2021-12-31 | $227k | 13k | 17.91 |
| 2021-09-30 | $161k | 10k | 15.97 |
| 2021-06-30 | $157k | 10k | 15.29 |
| 2020-03-31 | $134k | 14k | 9.28 |
More positions owned by Evergreen Capital Management
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