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Ubs Group shares owned by Interchange Capital Partners

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Interchange Capital Partners from 13F filings

Historical chart of Interchange Capital Partners investment in Ubs Group

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All positions including Ubs Group held by Interchange Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Interchange Capital Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $236k 5.1k 46.31
2021-09-30 $237k 15k 15.90
2021-06-30 $228k 15k 15.29
2021-03-31 $331k 9.3k 35.78
2020-12-31 $199k 14k 14.10

More positions owned by Interchange Capital Partners

J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Semler Scientific
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Interchange Capital Partners

Top funds holding Ubs Group

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

View all funds holding Ubs Group