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Ubs Group shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Ubs Group

Tip: Access up to 7 years of quarterly data

All positions including Ubs Group held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 33k 30.91
2024-06-30 $979k 33k 29.54

More positions owned by Trivant Custom Portfolio Group

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG)
Flexshares Disciplined Durtn Mbs Etf Uit Exchange Traded (MBSD)
Ishares 0-5 Year Tips Bond Etf Uit Exchange Traded (STIP)
Alphabet Inc Class A Common Stock (GOOGL)
Amazon.com Common Stock (AMZN)
Costco Whsl Corp Common Stock (COST)
Walmart Common Stock (WMT)
Deere & Co Common Stock (DE)
Advanced Micro Device In Common Stock (AMD)
Northrop Grumman Corp Common Stock (NOC)
Meta Platforms Inc Class A Common Stock (META)
Ge Aerospace Common Stock (GE)

View all positions for Trivant Custom Portfolio Group

Top funds holding Ubs Group

Vanguard Group
Massachusetts Financial Services
Dodge & Cox
Zurcher Kantonalbank
Jpmorgan Chase & Co
Cevian Capital II GP
Goldman Sachs Group
Capital World Investors
Pzena Investment Management
Pictet Asset Management Holding SA
Deutsche Bank Aktiengesellschaft
Arrowstreet Capital, Limited Partnership
Amundi
Vontobel Holding
Bank of America Corporation

View all funds holding Ubs Group