Ubs Group shares owned by Gradient Investments
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in Ubs Group
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Quarterly reported holdings in Ubs Group by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 31k | 41.00 |
| 2025-06-30 | $650k | 19k | 33.82 |
| 2025-03-31 | $469k | 15k | 30.63 |
| 2024-12-31 | $451k | 15k | 30.32 |
| 2024-09-30 | $494k | 16k | 30.91 |
| 2024-06-30 | $477k | 16k | 29.54 |
| 2024-03-31 | $496k | 16k | 30.72 |
| 2023-12-31 | $556k | 18k | 30.90 |
| 2023-09-30 | $496k | 20k | 24.65 |
| 2023-06-30 | $401k | 20k | 20.27 |
| 2023-03-31 | $431k | 20k | 21.34 |
| 2022-12-31 | $424k | 23k | 18.67 |
| 2022-09-30 | $343k | 24k | 14.49 |
| 2022-06-30 | $394k | 24k | 16.22 |
| 2022-03-31 | $477k | 24k | 19.54 |
| 2021-12-31 | $455k | 26k | 17.86 |
| 2021-09-30 | $477k | 30k | 15.95 |
| 2021-06-30 | $478k | 31k | 15.33 |
| 2021-03-31 | $467k | 30k | 15.52 |
| 2020-12-31 | $460k | 41k | 11.15 |
| 2020-09-30 | $506k | 45k | 11.15 |
| 2020-06-30 | $625k | 54k | 11.53 |
| 2020-03-31 | $1.1M | 116k | 9.26 |
| 2019-12-31 | $1.5M | 123k | 12.58 |
| 2019-09-30 | $1.5M | 134k | 11.31 |
| 2019-06-30 | $1.5M | 127k | 11.85 |
| 2019-03-31 | $1.1M | 90k | 12.11 |
| 2018-12-31 | $1.7M | 140k | 12.38 |
| 2018-09-30 | $2.4M | 152k | 15.73 |
| 2018-06-30 | $2.0M | 132k | 15.34 |
| 2018-03-31 | $1.9M | 109k | 17.66 |
| 2017-12-31 | $1.7M | 92k | 18.39 |
| 2017-09-30 | $1.2M | 72k | 17.15 |
| 2017-06-30 | $800k | 47k | 16.99 |
| 2017-03-31 | $259k | 16k | 15.95 |
| 2016-12-31 | $7.0k | 455 | 15.38 |
| 2016-09-30 | $5.0k | 357 | 14.01 |