Ubs Group shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Ubs Group
Tip: Access up to 7 years of quarterly data
All positions including Ubs Group held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ubs Group by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.3M | 139k | 30.72 |
| 2023-12-31 | $4.3M | 138k | 30.90 |
| 2023-09-30 | $3.4M | 139k | 24.65 |
| 2023-06-30 | $2.7M | 134k | 20.27 |
| 2023-03-31 | $2.8M | 132k | 21.34 |
| 2022-12-31 | $2.5M | 136k | 18.67 |
| 2022-09-30 | $1.9M | 132k | 14.51 |
| 2022-06-30 | $2.2M | 133k | 16.22 |
| 2022-03-31 | $2.3M | 117k | 19.54 |
| 2021-12-31 | $2.0M | 113k | 17.87 |
| 2021-09-30 | $1.7M | 106k | 15.94 |
| 2021-06-30 | $1.6M | 102k | 15.34 |
| 2021-03-31 | $1.6M | 100k | 15.55 |
| 2020-12-31 | $1.4M | 100k | 14.13 |
| 2020-09-30 | $1.1M | 100k | 11.15 |
| 2020-06-30 | $1.1M | 99k | 11.56 |
| 2020-03-31 | $721k | 78k | 9.26 |
| 2019-12-31 | $650k | 51k | 12.83 |
| 2019-09-30 | $509k | 45k | 11.31 |
| 2019-06-30 | $592k | 50k | 11.85 |
| 2019-03-31 | $708k | 58k | 12.21 |
| 2018-12-31 | $703k | 57k | 12.38 |
| 2018-09-30 | $974k | 62k | 15.73 |
| 2018-06-30 | $870k | 57k | 15.34 |
| 2018-03-31 | $1.0M | 59k | 17.67 |
| 2017-12-31 | $1.0M | 56k | 18.67 |
| 2017-09-30 | $941k | 56k | 16.89 |
| 2017-06-30 | $926k | 55k | 16.98 |
| 2017-03-31 | $860k | 54k | 16.00 |
| 2016-12-31 | $866k | 54k | 16.00 |
| 2016-09-30 | $555k | 41k | 13.57 |
| 2016-06-30 | $501k | 39k | 13.02 |
| 2016-03-31 | $695k | 43k | 16.02 |
| 2015-12-31 | $826k | 43k | 19.38 |
| 2015-09-30 | $945k | 51k | 18.36 |
| 2015-03-31 | $652k | 35k | 18.68 |