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Ubs Group shares owned by MBM Wealth Consultants

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

Historical chart of MBM Wealth Consultants investment in Ubs Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ubs Group by MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2k 56 39.07

More positions owned by MBM Wealth Consultants

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for MBM Wealth Consultants

Top funds holding Ubs Group

Vanguard Group
UBS Group
Vanguard Capital Management
Massachusetts Financial Services
Fisher Investments
FMR
Wellington Management Company
Zurcher Kantonalbank
Cevian Capital II GP
Pictet Asset Management Holding SA
Dodge & Cox
Deutsche Bank Aktiengesellschaft
Vanguard Fiduciary Trust
Pzena Investment Management
Capital World Investors

View all funds holding Ubs Group