Ubs Group shares owned by Legacy Capital Group California
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Legacy Capital Group California
from 13F filings
Historical chart of Legacy Capital Group California investment in Ubs Group
Tip: Access up to 7 years of quarterly data
All positions including Ubs Group held by Legacy Capital Group California consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ubs Group by Legacy Capital Group California
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 39k | 41.00 |
| 2025-06-30 | $1.3M | 39k | 33.82 |
| 2025-03-31 | $1.2M | 38k | 30.63 |
| 2024-12-31 | $1.2M | 40k | 30.32 |
| 2024-09-30 | $1.3M | 41k | 30.91 |
| 2024-06-30 | $1.2M | 41k | 29.54 |
| 2024-03-31 | $1.3M | 41k | 30.72 |
| 2023-12-31 | $1.3M | 43k | 30.90 |
| 2023-09-30 | $1.0M | 42k | 24.65 |
| 2023-06-30 | $851k | 42k | 20.27 |
| 2023-03-31 | $768k | 36k | 21.34 |
More positions owned by Legacy Capital Group California
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