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Ubs Group shares owned by Morningstar Investment Management

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Morningstar Investment Management from 13F filings

Historical chart of Morningstar Investment Management investment in Ubs Group

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All positions including Ubs Group held by Morningstar Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 30k 46.16

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Top funds holding Ubs Group

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

View all funds holding Ubs Group