Ubs Group shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Ubs Group
Tip: Access up to 7 years of quarterly data
All positions including Ubs Group held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ubs Group by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 100k | 41.00 |
| 2025-06-30 | $1.2M | 37k | 33.82 |
| 2025-03-31 | $1.1M | 38k | 30.63 |
| 2024-12-31 | $1.7M | 55k | 30.32 |
| 2024-09-30 | $1.8M | 58k | 30.91 |
| 2024-06-30 | $1.9M | 63k | 29.54 |
| 2024-03-31 | $2.4M | 79k | 30.72 |
| 2023-09-30 | $585k | 24k | 24.65 |
| 2023-06-30 | $462k | 23k | 20.27 |
| 2023-03-31 | $446k | 21k | 21.34 |
| 2022-12-31 | $350k | 19k | 18.67 |
| 2022-09-30 | $314k | 22k | 14.51 |
| 2022-06-30 | $310k | 19k | 16.23 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors