Greykasell Wealth Strategies »

Ubs Group shares owned by Greykasell Wealth Strategies

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Greykasell Wealth Strategies from 13F filings

Historical chart of Greykasell Wealth Strategies investment in Ubs Group

Tip: Access up to 7 years of quarterly data

All positions including Ubs Group held by Greykasell Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ubs Group by Greykasell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $248k 6.0k 41.00
2025-06-30 $204k 6.0k 33.82
2025-03-31 $185k 6.0k 30.63

More positions owned by Greykasell Wealth Strategies

Ishares Global 100 Etf Etf (IOO)
Apple Stock (AAPL)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Gold Shares Etf (GLD)
Fidelity Total Bond Etf Etf (FBND)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Invesco Qqq Trust Series I Etf (QQQ)
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Greykasell Wealth Strategies

Top funds holding Ubs Group

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

View all funds holding Ubs Group