Soltis Investment Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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