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Ubs Group shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Ubs Group

Tip: Access up to 7 years of quarterly data

All positions including Ubs Group held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2k 167 30.91
2024-06-30 $4.9k 167 29.54
2024-03-31 $5.1k 167 30.72

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Ubs Group

Norges Bank Investment Management
UBS Group
Vanguard Group
Massachusetts Financial Services
Ubs Global Asset Management Americas
Dodge & Cox
FMR
Zurcher Kantonalbank
Cevian Capital II GP
Capital World Investors
Goldman Sachs Group
Pzena Investment Management
Pictet Asset Management Holding SA
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Legal & General Group

View all funds holding Ubs Group