Ubs Group shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Ubs Group
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All positions including Ubs Group held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ubs Group by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $566k | 14k | 41.00 |
| 2025-06-30 | $466k | 14k | 33.82 |
| 2024-12-31 | $341k | 11k | 30.32 |
| 2024-09-30 | $397k | 13k | 30.91 |
| 2024-06-30 | $348k | 12k | 29.54 |