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
Download as csvQuarterly reported holdings in Ubs Group by Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 25k | 41.00 |
| 2025-06-30 | $878k | 26k | 33.82 |
| 2025-03-31 | $760k | 25k | 30.63 |
| 2024-12-31 | $808k | 27k | 30.32 |
| 2024-09-30 | $838k | 27k | 30.91 |