ORG Wealth Partners »

Ubs Group shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth Partners investment in Ubs Group

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ubs Group by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6k 181 30.90

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
Agnc Invt Corp Real Estate Investme (AGNC)
1/100 Berkshire Htwy A Common Stock
Berkshire Hathaway Common Stock (BRK.B)
Energy Transfer Limited Partnershp (ET)
Abbott Labs Common Stock (ABT)
Exxon Mobil Corp Common Stock (XOM)
Apple Common Stock (AAPL)
Ishares 0 To 3 Mnth Uit Exchange Traded (SGOV)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Hines Global Income Trus Real Estate Investme (ZHGIIX)

View all positions for ORG Wealth Partners

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