Ubs Group shares owned by Stamos Capital Partners
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Stamos Capital Partners
from 13F filings
Historical chart of Stamos Capital Partners investment in Ubs Group
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All positions including Ubs Group held by Stamos Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ubs Group by Stamos Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 53k | 41.00 |
| 2025-06-30 | $2.4M | 71k | 33.82 |
| 2025-03-31 | $1.4M | 46k | 30.63 |
| 2024-12-31 | $1.7M | 58k | 30.32 |
| 2024-09-30 | $1.3M | 42k | 30.91 |
| 2024-06-30 | $1.2M | 41k | 29.54 |
| 2024-03-31 | $789k | 26k | 30.72 |
| 2023-12-31 | $528k | 17k | 30.90 |
| 2020-09-30 | $1.9M | 173k | 11.15 |
| 2020-06-30 | $2.0M | 173k | 11.54 |
| 2020-03-31 | $1.5M | 159k | 9.26 |
| 2019-09-30 | $1.3M | 118k | 11.31 |
| 2019-06-30 | $262k | 22k | 11.91 |
| 2019-03-31 | $241k | 19k | 12.68 |