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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
2025-09-30 $2.6M 65k 41.00
2025-06-30 $2.2M 65k 33.82
2025-03-31 $2.0M 64k 30.63
2024-12-31 $972k 32k 30.32
2024-09-30 $1.0M 33k 30.91
2024-06-30 $979k 33k 29.54

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Schwab Prime Advantage Money Investor Schwab Non-sweep Mmf (SWVXX)
Meta Platforms Inc Class A Common Stock (META)
Regan Total Return Income Institutional Equity Funds (RCIRX)

View all positions for Trivant Custom Portfolio Group

Top funds holding Ubs Group

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

View all funds holding Ubs Group