Ownership history in UBS Group AG · 8 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in BANK MONTREAL MEDIUM (BERZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 2 | — | 0% | 0.00% | $6 | $56.70 |
| 2025 Q3 | REDUCED | 2 | -1,303 | -99.8% | 0.00% | $7 | $71.40 |
| 2025 Q2 | ADDED | 1,305 | +1,303 | +65150.0% | 0.00% | $7K | $114.40 |
| 2025 Q1 | REDUCED | 2 | -1,010 | -99.8% | 0.00% | $32 | $323.60 |
| 2024 Q4 | REDUCED | 1,012 | -155 | -13.3% | 0.00% | $14K | $267.60 |
| 2024 Q3 | ADDED | 1,167 | +672 | +135.8% | 0.00% | $20K | $343.20 |
| 2024 Q2 | REDUCED | 495 | -283 | -36.4% | 0.00% | $10K | $395.00 |
| 2024 Q1 | INITIATED | 778 | — | — | 0.00% | $20K | — |