Ubs Group shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Ubs Group
Tip: Access up to 7 years of quarterly data
All positions including Ubs Group held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ubs Group by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.6M | 35k | 46.31 |
| 2025-09-30 | $2.0M | 48k | 41.00 |
| 2025-06-30 | $1.5M | 45k | 33.82 |
| 2025-03-31 | $1.2M | 40k | 30.63 |
| 2024-12-31 | $1.4M | 47k | 30.33 |
| 2024-09-30 | $1.1M | 48k | 22.24 |
| 2024-06-30 | $1.0M | 35k | 29.56 |
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