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Ubs Group shares owned by Kozak & Associates

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

Historical chart of Kozak & Associates investment in Ubs Group

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

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Quarterly reported holdings in Ubs Group by Kozak & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.6k 96 47.57
2025-09-30 $3.7k 96 38.25

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Nvidia Corporation Stock (NVDA)
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Schwab Charles Corp Stock (SCHW)

View all positions for Kozak & Associates

Top funds holding Ubs Group

UBS Group
Vanguard Group
Norges Bank Investment Management
Massachusetts Financial Services
Fisher Investments
Wellington Management Company
Zurcher Kantonalbank
FMR
Cevian Capital II GP
Capital World Investors
Pictet Asset Management Holding SA
Jpmorgan Chase & Co
Dodge & Cox
Pzena Investment Management
Deutsche Bank Aktiengesellschaft

View all funds holding Ubs Group