Ubs Group shares owned by LPL Financial
Historical chart of LPL Financial investment in Ubs Group
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All positions including Ubs Group held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ubs Group by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 163k | 30.91 |
| 2024-06-30 | $5.0M | 171k | 29.54 |
| 2024-03-31 | $4.5M | 145k | 30.72 |
| 2023-09-30 | $2.7M | 109k | 24.65 |
| 2023-06-30 | $2.2M | 109k | 20.27 |
| 2023-03-31 | $2.1M | 96k | 21.34 |
| 2022-12-31 | $1.6M | 88k | 18.67 |
| 2022-09-30 | $1.4M | 99k | 14.51 |
| 2022-06-30 | $1.8M | 110k | 16.22 |
| 2022-03-31 | $2.1M | 107k | 19.54 |
| 2021-12-31 | $3.0M | 166k | 17.87 |
| 2021-09-30 | $2.7M | 170k | 15.94 |
| 2021-06-30 | $2.5M | 164k | 15.34 |
| 2021-03-31 | $2.4M | 153k | 15.53 |
| 2020-12-31 | $2.2M | 155k | 14.13 |
| 2020-09-30 | $1.8M | 163k | 11.15 |
| 2020-06-30 | $1.9M | 167k | 11.54 |
| 2020-03-31 | $1.8M | 198k | 9.26 |
| 2019-12-31 | $1.8M | 139k | 12.58 |
| 2019-09-30 | $744k | 66k | 11.32 |
| 2019-06-30 | $623k | 53k | 11.86 |
| 2019-03-31 | $566k | 47k | 12.10 |
| 2018-12-31 | $605k | 49k | 12.39 |
| 2018-09-30 | $847k | 54k | 15.73 |
| 2018-06-30 | $716k | 47k | 15.34 |
| 2018-03-31 | $771k | 44k | 17.67 |
| 2017-12-31 | $2.3M | 123k | 18.39 |
| 2017-09-30 | $2.2M | 127k | 17.15 |
| 2017-06-30 | $1.6M | 93k | 16.97 |
| 2017-03-31 | $2.1M | 133k | 15.80 |
| 2016-12-31 | $2.3M | 140k | 16.34 |
| 2016-09-30 | $2.1M | 153k | 13.83 |
| 2016-06-30 | $2.7M | 220k | 12.40 |
| 2016-03-31 | $262k | 18k | 14.97 |
| 2015-12-31 | $591k | 31k | 19.03 |
| 2015-09-30 | $2.7M | 138k | 19.61 |
| 2015-06-30 | $2.0M | 96k | 21.02 |
| 2015-03-31 | $1.8M | 95k | 19.14 |
| 2014-12-31 | $1.9M | 113k | 17.05 |