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Ubs Group shares owned by Nvest Wealth Strategies

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Nvest Wealth Strategies from 13F filings

Historical chart of Nvest Wealth Strategies investment in Ubs Group

Tip: Access up to 7 years of quarterly data

All positions including Ubs Group held by Nvest Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Nvest Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $351 9 39.11

More positions owned by Nvest Wealth Strategies

John Hancock Exchange Traded Multifactor Mi (JHMM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
2023 Etf Series Trust Brandes Internat (BINV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded No Amer Energy (EMLP)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Series Trust State Street Spd (SLYG)
Harbor Etf Trust Harbor Commodity (HGER)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (SLYV)
American Centy Etf Tr Avantis Intl Sml (AVDS)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Union Pacific Corporation (UNP)
Ea Series Trust Cambria Us Equal (USEW)

View all positions for Nvest Wealth Strategies

Top funds holding Ubs Group

Vanguard Group
UBS Group
Vanguard Capital Management
Massachusetts Financial Services
Fisher Investments
FMR
Wellington Management Company
Zurcher Kantonalbank
Cevian Capital II GP
Pictet Asset Management Holding SA
Dodge & Cox
Deutsche Bank Aktiengesellschaft
Vanguard Fiduciary Trust
Pzena Investment Management
Capital World Investors

View all funds holding Ubs Group