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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
2025-09-30 $20k 475 41.00
2025-06-30 $16k 475 33.82
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)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Preferred & Income Securities Etf Etf (PFF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional International Core Equity Market Etf Etf (DFAI)
Ishares Select Dividend Etf Etf (DVY)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Capital Southwest Corp Cef (CSWC)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Curtiss Wright Corp Stock (CW)
Avantis International Large Cap Value Etf Etf (AVIV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for Redmont Wealth Advisors

Top funds holding Ubs Group

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

View all funds holding Ubs Group