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Ubs Group shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Ubs Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ubs Group by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.6k 185 46.31
2025-09-30 $7.8k 191 41.00
2025-06-30 $2.3k 69 33.83

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Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Ishares Gold Trust Etf (IAU)
Schwab High Yield Bond Etf Etf (SCYB)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Schwab 1000 Index Etf (SCHK)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)

View all positions for Principia Wealth Advisory

Top funds holding Ubs Group

UBS Group
Vanguard Group
Norges Bank Investment Management
Massachusetts Financial Services
Fisher Investments
Wellington Management Company
Zurcher Kantonalbank
FMR
Cevian Capital II GP
Capital World Investors
Pictet Asset Management Holding SA
Jpmorgan Chase & Co
Dodge & Cox
Pzena Investment Management
Deutsche Bank Aktiengesellschaft

View all funds holding Ubs Group