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Ubs Group shares owned by Kiely Wealth Advisory Group

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

Historical chart of Kiely Wealth Advisory Group investment in Ubs Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ubs Group by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1k 75 27.44

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Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Etf (RSP)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Russell 2000 Etf Iv Etf (VTWO)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Vanguard Mid Cap Value Etf Etf (VOE)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)
Taiwan Semiconductr Fsponsored Adr 1 Adr Reps 5 Ord Equity (TSM)
Vanguard Mid Cap Growth Etf Etf (VOT)
Pepsico Equity (PEP)

View all positions for Kiely Wealth Advisory Group

Top funds holding Ubs Group

Vanguard Group
Massachusetts Financial Services
Dodge & Cox
Zurcher Kantonalbank
Cevian Capital II GP
Jpmorgan Chase & Co
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Pzena Investment Management
Deutsche Bank Aktiengesellschaft
Vontobel Holding
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Nuveen Asset Management
Morgan Stanley
Acadian Asset Management

View all funds holding Ubs Group