Pinnacle Wealth Planning Services »

Ubs Group shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Ubs Group

Tip: Access up to 7 years of quarterly data

All positions including Ubs Group held by Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $358k 12k 30.90
2023-09-30 $288k 12k 24.65
2022-06-30 $196k 12k 16.21
2020-12-31 $34k 2.6k 13.16

More positions owned by Pinnacle Wealth Planning Services

Vaneck Ig Floating Rate Etf Etf (FLTR)
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Amazon.com Stock (AMZN)
Fs Kkr Cap Corp Cef (FSK)
Nvidia Corp Stock (NVDA)
Spdr Doubleline Emerging Markets Fixed Income Etf Etf (EMTL)
Ishares Msci Eafe Value Index Etf Etf (EFV)
Ishares Aggregate Bond Etf Etf (AGG)

View all positions for Pinnacle Wealth Planning Services

Top funds holding Ubs Group

Norges Bank Investment Management
UBS Group
Vanguard Group
Massachusetts Financial Services
Dodge & Cox
Credit Suisse
Goldman Sachs Group
Zurcher Kantonalbank
Cevian Capital II GP
Pzena Investment Management
Deutsche Bank Aktiengesellschaft
Amundi
Jpmorgan Chase & Co
Vontobel Holding
Arrowstreet Capital, Limited Partnership

View all funds holding Ubs Group