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Ubs Group shares owned by Wealthstream Advisors

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

Historical chart of Wealthstream Advisors investment in Ubs Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ubs Group by Wealthstream Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $250k 6.1k 41.00

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Russell 3000 Etf (IWV)
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Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
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Flexshares Tr Mornstar Usmkt (TILT)

View all positions for Wealthstream Advisors

Top funds holding Ubs Group

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

View all funds holding Ubs Group