Ubs Group shares owned by Wellington Management Company
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Wellington Management Company
from 13F filings
Historical chart of Wellington Management Company investment in Ubs Group
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All positions including Ubs Group held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ubs Group by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6B | 64M | 40.86 |
| 2025-06-30 | $605M | 18M | 33.73 |
| 2025-03-31 | $369M | 12M | 30.37 |
| 2024-12-31 | $395M | 13M | 30.60 |
| 2024-09-30 | $424M | 14M | 30.89 |
| 2024-06-30 | $336M | 11M | 29.43 |
| 2024-03-31 | $213M | 6.9M | 30.80 |
| 2023-12-31 | $267M | 8.6M | 31.01 |
| 2023-09-30 | $284M | 12M | 24.80 |
| 2023-06-30 | $366M | 18M | 20.23 |
| 2023-03-31 | $406M | 19M | 21.12 |
| 2022-12-31 | $887M | 48M | 18.60 |
| 2022-03-31 | $1.1B | 58M | 19.72 |
| 2021-12-31 | $770M | 43M | 18.02 |
| 2021-09-30 | $721M | 45M | 16.08 |
| 2021-06-30 | $685M | 45M | 15.32 |
| 2021-03-31 | $679M | 44M | 15.55 |
| 2020-12-31 | $626M | 44M | 14.11 |
| 2020-09-30 | $529M | 47M | 11.21 |
| 2020-06-30 | $542M | 47M | 11.51 |
| 2020-03-31 | $486M | 52M | 9.35 |
| 2019-12-31 | $673M | 53M | 12.61 |
| 2019-09-30 | $651M | 57M | 11.34 |
| 2019-06-30 | $691M | 58M | 11.88 |
| 2019-03-31 | $640M | 53M | 12.12 |
| 2018-12-31 | $859M | 69M | 12.40 |
| 2018-09-30 | $1.6B | 104M | 15.83 |
| 2018-06-30 | $1.5B | 98M | 15.40 |
| 2018-03-31 | $2.3B | 132M | 17.57 |
| 2017-12-31 | $2.4B | 130M | 18.40 |
| 2017-09-30 | $1.6B | 96M | 17.11 |
| 2017-06-30 | $1.4B | 82M | 16.96 |
| 2017-03-31 | $635M | 40M | 15.99 |
| 2016-12-31 | $513M | 33M | 15.68 |
| 2016-09-30 | $432M | 32M | 13.64 |
| 2016-06-30 | $414M | 32M | 12.93 |
| 2016-03-31 | $587M | 37M | 16.09 |
| 2015-12-31 | $813M | 42M | 19.44 |
| 2015-09-30 | $886M | 48M | 18.48 |
| 2015-06-30 | $938M | 44M | 21.21 |
| 2015-03-31 | $834M | 44M | 18.81 |
| 2014-12-31 | $755M | 44M | 17.12 |
More positions owned by Wellington Management Company
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