Ubs Group shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in Ubs Group
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Quarterly reported holdings in Ubs Group by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 36k | 30.32 |
| 2024-09-30 | $1.1M | 35k | 30.91 |
| 2024-06-30 | $1.1M | 36k | 29.54 |
| 2023-12-31 | $1.1M | 35k | 30.90 |
| 2023-09-30 | $834k | 34k | 24.65 |
| 2023-06-30 | $689k | 34k | 20.27 |
| 2023-03-31 | $688k | 32k | 21.35 |
| 2022-12-31 | $580k | 31k | 18.67 |
| 2022-09-30 | $492k | 34k | 14.51 |
| 2022-06-30 | $725k | 45k | 16.22 |
| 2022-03-31 | $961k | 49k | 19.53 |
| 2021-12-31 | $881k | 49k | 17.88 |
| 2021-06-30 | $441k | 26k | 17.07 |
| 2021-03-31 | $326k | 21k | 15.51 |
| 2020-12-31 | $292k | 21k | 14.13 |
| 2020-09-30 | $218k | 20k | 11.16 |
| 2020-06-30 | $220k | 19k | 11.52 |
| 2020-03-31 | $132k | 14k | 9.23 |
| 2019-06-30 | $133k | 11k | 11.81 |
| 2018-09-30 | $160k | 10k | 15.74 |
More positions owned by Lake Street Advisors Group
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