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Ubs Group shares owned by Madson Wealth Advisors

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Madson Wealth Advisors from 13F filings

Historical chart of Madson Wealth Advisors investment in Ubs Group

Tip: Access up to 7 years of quarterly data

All positions including Ubs Group held by Madson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Madson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $248k 5.0k 49.56

More positions owned by Madson Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Applied Materials (AMAT)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)

View all positions for Madson Wealth Advisors

Top funds holding Ubs Group

UBS Group
Vanguard Capital Management
Norges Bank Investment Management
Fisher Investments
Massachusetts Financial Services
Wellington Management Company
FMR
Zurcher Kantonalbank
Cevian Capital II GP
Pictet Asset Management Holding SA
Dodge & Cox
Jpmorgan Chase & Co
Vanguard Fiduciary Trust
Goldman Sachs Group
Amundi

View all funds holding Ubs Group