Ubs Group shares owned by Morningstar Investment Services
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Morningstar Investment Services
from 13F filings
Historical chart of Morningstar Investment Services investment in Ubs Group
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Quarterly reported holdings in Ubs Group by Morningstar Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.1M | 44k | 24.71 |
| 2023-06-30 | $825k | 41k | 19.98 |
| 2023-03-31 | $706k | 35k | 20.33 |
| 2022-12-31 | $635k | 33k | 19.36 |
| 2022-09-30 | $541k | 34k | 15.94 |
| 2022-06-30 | $526k | 32k | 16.42 |
| 2022-03-31 | $509k | 26k | 19.54 |
| 2021-12-31 | $363k | 20k | 17.89 |
| 2021-09-30 | $305k | 19k | 16.13 |
| 2021-06-30 | $241k | 16k | 15.46 |
| 2021-03-31 | $197k | 13k | 15.62 |
| 2020-12-31 | $158k | 11k | 14.12 |
| 2020-09-30 | $153k | 14k | 11.04 |
| 2020-06-30 | $161k | 14k | 11.37 |
| 2020-03-31 | $143k | 15k | 9.51 |
| 2019-12-31 | $191k | 15k | 12.58 |
| 2019-09-30 | $206k | 18k | 11.33 |
| 2019-06-30 | $239k | 20k | 11.85 |
More positions owned by Morningstar Investment Services
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