Ubs Group shares owned by Wealth Alliance Advisory Group
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Wealth Alliance Advisory Group
from 13F filings
Historical chart of Wealth Alliance Advisory Group investment in Ubs Group
Tip: Access up to 7 years of quarterly data
All positions including Ubs Group held by Wealth Alliance Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ubs Group by Wealth Alliance Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 63k | 41.00 |
| 2025-06-30 | $2.1M | 63k | 33.82 |
| 2025-03-31 | $1.9M | 63k | 30.63 |
| 2024-12-31 | $1.9M | 63k | 30.32 |
| 2024-09-30 | $2.0M | 64k | 30.91 |
| 2024-06-30 | $1.9M | 64k | 29.54 |
| 2024-03-31 | $2.0M | 64k | 30.72 |
| 2023-12-31 | $2.0M | 64k | 30.90 |
| 2023-09-30 | $1.6M | 64k | 24.65 |
| 2023-06-30 | $1.3M | 64k | 20.27 |
| 2023-03-31 | $1.4M | 64k | 21.34 |
| 2022-12-31 | $1.2M | 64k | 18.67 |
| 2022-09-30 | $1.4M | 97k | 14.51 |
| 2022-06-30 | $1.6M | 97k | 16.22 |
| 2022-03-31 | $1.9M | 97k | 19.54 |
| 2021-12-31 | $1.7M | 97k | 17.87 |
| 2021-09-30 | $1.6M | 98k | 15.94 |
| 2021-06-30 | $1.5M | 98k | 15.34 |
| 2021-03-31 | $1.5M | 98k | 15.53 |
| 2020-12-31 | $1.4M | 98k | 14.14 |
| 2020-09-30 | $1.1M | 98k | 11.15 |
| 2020-06-30 | $1.1M | 98k | 11.54 |
| 2020-03-31 | $903k | 98k | 9.26 |
| 2019-12-31 | $1.2M | 98k | 12.58 |
| 2019-09-30 | $1.1M | 98k | 11.10 |
| 2019-06-30 | $1.2M | 98k | 12.15 |
| 2019-03-31 | $1.2M | 100k | 12.22 |
| 2018-12-31 | $1.2M | 100k | 12.38 |
| 2018-09-30 | $1.6M | 102k | 15.73 |
| 2018-06-30 | $1.6M | 102k | 15.34 |
| 2018-03-31 | $1.8M | 102k | 17.66 |
| 2017-12-31 | $1.9M | 101k | 18.39 |
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