Ubs Group shares owned by Mackenzie Financial
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Mackenzie Financial
from 13F filings
Historical chart of Mackenzie Financial investment in Ubs Group
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Quarterly reported holdings in Ubs Group by Mackenzie Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 790k | 40.82 |
| 2025-06-30 | $26M | 768k | 33.85 |
| 2025-03-31 | $35M | 1.1M | 30.39 |
| 2024-12-31 | $54M | 1.8M | 30.55 |
| 2024-09-30 | $54M | 1.8M | 30.83 |
| 2024-06-30 | $54M | 1.8M | 29.43 |
| 2024-03-31 | $70M | 2.3M | 30.77 |
| 2023-12-31 | $80M | 2.6M | 31.00 |
| 2023-09-30 | $58M | 2.4M | 23.86 |
| 2023-06-30 | $53M | 2.6M | 20.39 |
| 2023-03-31 | $71M | 3.3M | 21.08 |
| 2022-09-30 | $49M | 3.3M | 14.67 |
| 2022-06-30 | $56M | 3.4M | 16.22 |
| 2022-03-31 | $67M | 3.4M | 19.54 |
| 2021-12-31 | $74M | 4.2M | 17.87 |
| 2021-09-30 | $72M | 4.5M | 15.94 |
| 2021-06-30 | $93M | 6.1M | 15.34 |
| 2021-03-31 | $97M | 6.3M | 15.53 |
| 2020-12-31 | $92M | 6.5M | 14.13 |
| 2020-09-30 | $42M | 3.8M | 11.15 |
| 2020-06-30 | $11M | 912k | 11.54 |
| 2020-03-31 | $502k | 54k | 9.36 |
| 2019-06-30 | $21M | 1.7M | 11.85 |
| 2019-03-31 | $32M | 2.6M | 12.11 |
| 2018-12-31 | $54M | 4.4M | 12.38 |
| 2018-09-30 | $70M | 4.4M | 15.87 |
| 2018-06-30 | $57M | 3.7M | 15.34 |
| 2018-03-31 | $17M | 939k | 17.66 |
| 2017-12-31 | $17M | 937k | 18.39 |
| 2017-09-30 | $18M | 1.0M | 17.15 |
| 2017-06-30 | $17M | 1000k | 16.98 |
| 2017-03-31 | $15M | 953k | 15.95 |
| 2016-12-31 | $14M | 902k | 15.68 |
| 2016-09-30 | $13M | 970k | 13.61 |
| 2016-06-30 | $12M | 899k | 12.96 |
| 2015-12-31 | $41M | 2.1M | 19.72 |
| 2015-09-30 | $34M | 1.8M | 18.47 |
| 2015-06-30 | $41M | 1.9M | 21.20 |
| 2015-03-31 | $39M | 2.1M | 18.83 |