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Ubs Group shares owned by Net Worth Advisory Group

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Net Worth Advisory Group from 13F filings

Historical chart of Net Worth Advisory Group investment in Ubs Group

Tip: Access up to 7 years of quarterly data

All positions including Ubs Group held by Net Worth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $838k 27k 30.91

More positions owned by Net Worth Advisory Group

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr Ser Tr Bloomberg Intl T (BWX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Short Treas Bd (SHV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Net Worth Advisory Group

Top funds holding Ubs Group

Vanguard Group
Massachusetts Financial Services
Dodge & Cox
Zurcher Kantonalbank
Cevian Capital II GP
Jpmorgan Chase & Co
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Pzena Investment Management
Deutsche Bank Aktiengesellschaft
Vontobel Holding
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Nuveen Asset Management
Morgan Stanley
Acadian Asset Management

View all funds holding Ubs Group