Fundx shares owned by UBS Group
Historical chart of UBS Group investment in Fundx
Tip: Access up to 7 years of quarterly data
All positions including Fundx held by UBS Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fundx by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $80 | 1 | 80.00 |
| 2025-06-30 | $43k | 585 | 73.17 |
| 2024-09-30 | $7.5k | 110 | 67.93 |
| 2023-09-30 | $15k | 300 | 49.33 |
| 2023-03-31 | $30k | 616 | 48.06 |
| 2022-12-31 | $15k | 312 | 48.86 |