Financial Synergies Wealth Advisors, Inc. - UBS GROUP AG ownership

UBS GROUP AG's ticker is UBS and the CUSIP is H42097107. A total of 532 filers reported holding UBS GROUP AG in Q4 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
Financial Synergies Wealth Advisors, Inc. ownership history of UBS GROUP AG
ValueSharesWeighting
Q1 2024$1,752
+104.0%
57
+23.9%
0.00%
Q4 2023$859
-38.9%
46
-19.3%
0.00%
Q3 2023$1,406
+21.6%
570.0%0.00%
Q2 2023$1,156
+17.7%
57
+23.9%
0.00%
Q1 2023$982
+14.3%
460.0%0.00%
Q4 2022$859
+28.6%
460.0%0.00%
Q3 2022$668
-10.6%
460.0%0.00%
Q2 2022$747460.00%
Other shareholders
UBS GROUP AG shareholders Q4 2023
NameSharesValueWeighting ↓
Exane Asset Management 3,342,737$65,770,942,00031.80%
Susquehanna International Securities, Ltd. 1,010,366$19,869,00015.56%
ARGA Investment Management, LP 8,481,225$166,802,3289.13%
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. 812,089$15,653,0007.89%
Banque Cantonale Vaudoise 6,632,807$130,783,0005.64%
ALGEBRIS (UK) LTD 599,712$11,796,0005.17%
Vontobel Holding Ltd. 26,705,213$521,543,0004.51%
CHANNING GLOBAL ADVISORS, LLC 234,663$4,623,0004.47%
Zurcher Kantonalbank (Zurich Cantonalbank) 40,531,841$799,185,0003.94%
Susquehanna International Group Ltd. 502,490$9,907,0003.38%
View complete list of UBS GROUP AG shareholders