Ubs Group shares owned by Stonegate Investment Group
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Stonegate Investment Group
from 13F filings
Historical chart of Stonegate Investment Group investment in Ubs Group
Tip: Access up to 7 years of quarterly data
All positions including Ubs Group held by Stonegate Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ubs Group by Stonegate Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $595k | 15k | 41.00 |
| 2025-06-30 | $428k | 13k | 33.82 |
| 2025-03-31 | $378k | 12k | 30.63 |
| 2024-12-31 | $469k | 16k | 30.32 |
| 2024-09-30 | $478k | 16k | 30.91 |
| 2024-06-30 | $433k | 15k | 29.54 |
| 2024-03-31 | $386k | 13k | 30.72 |
| 2023-12-31 | $378k | 12k | 30.90 |
| 2023-09-30 | $277k | 11k | 24.65 |
| 2023-06-30 | $227k | 11k | 20.27 |
| 2023-03-31 | $231k | 11k | 21.34 |
| 2022-09-30 | $146k | 10k | 14.46 |
More positions owned by Stonegate Investment Group
Home Depot (HD)
View all positions for Stonegate Investment Group