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Ubs Group shares owned by Traphagen Investment Advisors

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Traphagen Investment Advisors from 13F filings

Historical chart of Traphagen Investment Advisors investment in Ubs Group

Tip: Access up to 7 years of quarterly data

All positions including Ubs Group held by Traphagen Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Traphagen Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $381k 9.7k 39.07

More positions owned by Traphagen Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Janus Detroit Str Tr Henderson Securi (JSI)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)
Apple (AAPL)
Victory Portfolios Ii Victoryshares Fr (GFLW)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Fidelity Covington Trust Msci Utils Index (FUTY)
Vaneck Etf Trust Alternative Asse (GPZ)

View all positions for Traphagen Investment Advisors

Top funds holding Ubs Group

Vanguard Group
UBS Group
Vanguard Capital Management
Massachusetts Financial Services
Fisher Investments
FMR
Wellington Management Company
Zurcher Kantonalbank
Cevian Capital II GP
Pictet Asset Management Holding SA
Dodge & Cox
Deutsche Bank Aktiengesellschaft
Vanguard Fiduciary Trust
Pzena Investment Management
Capital World Investors

View all funds holding Ubs Group