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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

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Quarterly 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