Ubs Group shares owned by Forum Financial Management
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Ubs Group
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All positions including Ubs Group held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ubs Group by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 56k | 41.00 |
| 2025-06-30 | $1.9M | 56k | 33.82 |
| 2025-03-31 | $2.1M | 68k | 30.63 |
| 2024-12-31 | $2.1M | 68k | 30.32 |
| 2024-09-30 | $1.7M | 56k | 30.91 |
| 2024-06-30 | $1.7M | 56k | 29.54 |
| 2024-03-31 | $1.7M | 56k | 30.72 |
| 2023-12-31 | $1.7M | 54k | 30.90 |
| 2023-09-30 | $1.3M | 54k | 24.65 |
| 2023-06-30 | $1.1M | 54k | 20.27 |
| 2023-03-31 | $1.1M | 54k | 21.34 |
| 2022-12-31 | $1000k | 54k | 18.67 |
| 2022-09-30 | $777k | 54k | 14.51 |
| 2022-06-30 | $868k | 54k | 16.21 |
| 2022-03-31 | $1.0M | 54k | 19.54 |
| 2021-12-31 | $957k | 54k | 17.88 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management