Ubs Group shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Ubs Group
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Quarterly reported holdings in Ubs Group by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.4M | 141k | 30.91 |
| 2024-06-30 | $4.4M | 147k | 29.54 |
| 2024-03-31 | $4.4M | 143k | 30.72 |
| 2023-12-31 | $4.1M | 134k | 30.90 |
| 2023-09-30 | $3.2M | 131k | 24.65 |
| 2023-06-30 | $462k | 23k | 20.27 |
| 2022-12-31 | $612k | 33k | 18.67 |
| 2022-09-30 | $432k | 30k | 14.52 |
| 2022-06-30 | $321k | 20k | 16.24 |
| 2022-03-31 | $322k | 17k | 19.51 |
| 2021-12-31 | $451k | 25k | 17.87 |
| 2021-09-30 | $561k | 35k | 15.95 |
| 2021-06-30 | $603k | 39k | 15.33 |
| 2021-03-31 | $608k | 39k | 15.54 |
| 2020-12-31 | $197k | 14k | 14.07 |
| 2020-09-30 | $224k | 20k | 11.16 |