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Ubs Group shares owned by Redmont Wealth Advisors

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

Historical chart of Redmont Wealth Advisors investment in Ubs Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ubs Group by Redmont Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 475 30.91
2024-06-30 $14k 475 29.54
2024-03-31 $15k 475 30.72

More positions owned by Redmont Wealth Advisors

Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Ishares Preferred & Income Securities Etf Etf (PFF)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Avantis International Large Cap Value Etf Etf (AVIV)
Ishares Select Dividend Etf Etf (DVY)
Capital Southwest Corp Cef (CSWC)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Jefferies Finl Group Stock (JEF)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Superior Group Of Stock (SGC)

View all positions for Redmont Wealth Advisors

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