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Ubs Group shares owned by Roxbury Financial

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Roxbury Financial from 13F filings

Historical chart of Roxbury Financial investment in Ubs Group

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All positions including Ubs Group held by Roxbury Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.4k 205 41.05
2025-06-30 $6.9k 205 33.86
2025-03-31 $7.2k 210 34.23
2024-12-31 $6.8k 209 32.44

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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