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Ubs Group shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Ubs Group

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All positions including Ubs Group held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.8M 221k 30.91
2024-06-30 $7.5M 255k 29.46
2024-03-31 $6.3M 205k 30.72
2023-12-31 $5.9M 190k 30.90

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Ubs Group

Vanguard Group
Massachusetts Financial Services
Dodge & Cox
Zurcher Kantonalbank
Jpmorgan Chase & Co
Cevian Capital II GP
Goldman Sachs Group
Capital World Investors
Pzena Investment Management
Pictet Asset Management Holding SA
Deutsche Bank Aktiengesellschaft
Arrowstreet Capital, Limited Partnership
Amundi
Vontobel Holding
Bank of America Corporation

View all funds holding Ubs Group