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Ubs Group shares owned by Traveka Wealth

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Traveka Wealth from 13F filings

Historical chart of Traveka Wealth investment in Ubs Group

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All positions including Ubs Group held by Traveka Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Traveka Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $216k 7.0k 30.72
2023-12-31 $207k 6.7k 30.90

More positions owned by Traveka Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Core Msci Emkt (IEMG)

View all positions for Traveka Wealth

Top funds holding Ubs Group

UBS Group
Vanguard Group
Massachusetts Financial Services
Credit Suisse
Dodge & Cox
FMR
Goldman Sachs Group
Zurcher Kantonalbank
Cevian Capital II GP
Jpmorgan Chase & Co
Pictet Asset Management Holding SA
Pzena Investment Management
Arrowstreet Capital, Limited Partnership
Deutsche Bank Aktiengesellschaft
Amundi

View all funds holding Ubs Group