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Ubs Group shares owned by Klingman & Associates

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Ubs Group

Tip: Access up to 7 years of quarterly data

All positions including Ubs Group held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $218k 4.4k 49.56

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust ST STR P500GRW (SPYG)
Apple (AAPL)
Spdr Series Trust St Str P500val (SPYV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Klingman & Associates

Top funds holding Ubs Group

UBS Group
Vanguard Capital Management
Norges Bank Investment Management
Fisher Investments
Massachusetts Financial Services
Wellington Management Company
FMR
Zurcher Kantonalbank
Cevian Capital II GP
Pictet Asset Management Holding SA
Dodge & Cox
Jpmorgan Chase & Co
Vanguard Fiduciary Trust
Goldman Sachs Group
Amundi

View all funds holding Ubs Group