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RBB shares owned by UBS Group

Quarter-by-quarter ownership of RBB (UFIV) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in RBB

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All positions including RBB held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by UBS Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1k 63 48.83
2024-12-31 $70k 1.5k 47.81
2024-03-31 $48 1 48.00

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Top funds holding RBB

Foguth Wealth Management
Janney Montgomery Scott
F/M Investments
Citadel Advisors
Central Trust & Investment
Raymond James Financial
Tower Research Capital
Crew Capital Management
Spectrum Financial Alliance
Jane Street
Thoroughbred Financial Services
Valtinson Bruner Financial Planning
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DHJJ Financial Advisors

View all funds holding RBB