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Ubs Group shares owned by Mendota Financial Group

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

Historical chart of Mendota Financial Group investment in Ubs Group

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

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Quarterly reported holdings in Ubs Group by Mendota Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.3k 44 30.34
2024-09-30 $2.0k 65 30.92
2024-06-30 $1.3k 44 29.55

More positions owned by Mendota Financial Group

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Capital Group International SHS (CGIE)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Avantis Us Mid C (AVMC)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Avantis Us Small (AVSC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for Mendota Financial Group

Top funds holding Ubs Group

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

View all funds holding Ubs Group