Ubs Group shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in Ubs Group
Tip: Access up to 7 years of quarterly data
All positions including Ubs Group held by Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ubs Group by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $213k | 5.2k | 41.00 |
| 2023-06-30 | $269k | 13k | 20.27 |
| 2023-03-31 | $279k | 13k | 21.34 |
| 2022-12-31 | $292k | 16k | 18.67 |
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