Ubs Group shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Ubs Group
Tip: Access up to 7 years of quarterly data
All positions including Ubs Group held by Captrust Financial 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 Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $87M | 2.1M | 41.00 |
| 2025-06-30 | $72M | 2.1M | 33.82 |
| 2025-03-31 | $65M | 2.1M | 30.63 |
| 2024-12-31 | $65M | 2.2M | 30.32 |
| 2024-09-30 | $67M | 2.2M | 30.91 |
| 2024-06-30 | $65M | 2.2M | 29.54 |
| 2024-03-31 | $68M | 2.4M | 27.84 |
| 2023-12-31 | $69M | 2.2M | 30.90 |
| 2023-09-30 | $55M | 2.2M | 24.65 |
| 2023-06-30 | $45M | 2.2M | 20.27 |
| 2023-03-31 | $48M | 2.2M | 21.34 |
| 2022-12-31 | $43M | 2.3M | 18.67 |
| 2022-09-30 | $34M | 2.3M | 14.51 |
| 2022-06-30 | $32M | 2.0M | 16.22 |
| 2022-03-31 | $34M | 1.7M | 19.54 |
| 2021-12-31 | $29M | 1.6M | 17.87 |
| 2021-09-30 | $26M | 1.6M | 15.94 |
| 2021-06-30 | $28M | 1.8M | 15.34 |
| 2021-03-31 | $27M | 1.8M | 15.53 |
| 2020-12-31 | $25M | 1.7M | 14.13 |
| 2020-09-30 | $18M | 1.6M | 11.22 |
| 2020-06-30 | $20M | 1.8M | 11.41 |
| 2020-03-31 | $15M | 1.7M | 8.90 |
| 2019-09-30 | $12k | 1.1k | 11.11 |
| 2019-06-30 | $16k | 1.4k | 11.82 |
| 2019-03-31 | $9.0k | 755 | 11.92 |
| 2018-12-31 | $5.0k | 432 | 11.57 |
| 2018-09-30 | $6.0k | 386 | 15.54 |
| 2018-06-30 | $6.0k | 386 | 15.54 |
| 2018-03-31 | $5.0k | 315 | 15.87 |
| 2017-12-31 | $10k | 552 | 18.12 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors