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Ubs Group shares owned by S Harris Financial Group

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

Historical chart of S Harris Financial Group investment in Ubs Group

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

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Quarterly reported holdings in Ubs Group by S Harris Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $233k 4.7k 49.56

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
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Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Allstate Corporation (ALL)
Apple (AAPL)
Meta Platforms Cl A (META)

View all positions for S Harris Financial Group

Top funds holding Ubs Group

UBS Group
Vanguard Capital Management
Norges Bank Investment Management
Fisher Investments
Massachusetts Financial Services
Wellington Management Company
FMR
Zurcher Kantonalbank
Cevian Capital II GP
Pictet Asset Management Holding SA
Dodge & Cox
Jpmorgan Chase & Co
Vanguard Fiduciary Trust
Goldman Sachs Group
Amundi

View all funds holding Ubs Group