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Ubs Group shares owned by Zhang Financial

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

Historical chart of Zhang Financial investment in Ubs Group

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

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Quarterly reported holdings in Ubs Group by Zhang Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 34k 30.72
2023-12-31 $713k 23k 30.90
2023-09-30 $592k 24k 24.65
2023-06-30 $438k 22k 20.27
2023-03-31 $359k 17k 21.34
2022-12-31 $329k 18k 18.67
2022-09-30 $152k 11k 14.53