Ubs Group shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in Ubs Group
Tip: Access up to 7 years of quarterly data
All positions including Ubs Group held by Personal Cfo Solutions consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ubs Group by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $794k | 19k | 41.00 |
| 2025-06-30 | $649k | 19k | 33.82 |
| 2025-03-31 | $843k | 28k | 30.63 |
| 2024-12-31 | $857k | 28k | 30.32 |
| 2024-09-30 | $883k | 29k | 30.91 |
| 2024-06-30 | $877k | 30k | 29.54 |
| 2024-03-31 | $907k | 30k | 30.72 |