McClarren Financial Advisors »

Ubs Group shares owned by McClarren Financial Advisors

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

Historical chart of McClarren Financial Advisors investment in Ubs Group

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ubs Group by McClarren Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0k 16 62.50
2023-09-30 $0 16 0.00
2023-06-30 $0 16 0.00
2023-03-31 $0 16 0.00
2022-12-31 $0 16 0.00

More positions owned by McClarren Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard World Mega Cap Index (MGC)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Msci Kld400 Soc (DSI)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for McClarren Financial Advisors

Top funds holding Ubs Group

Norges Bank Investment Management
UBS Group
Vanguard Group
Massachusetts Financial Services
Dodge & Cox
Credit Suisse
Goldman Sachs Group
Zurcher Kantonalbank
Cevian Capital II GP
Pzena Investment Management
Deutsche Bank Aktiengesellschaft
Amundi
Jpmorgan Chase & Co
Vontobel Holding
Arrowstreet Capital, Limited Partnership

View all funds holding Ubs Group