Ownership history in UBS Group AG · 4 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in ADVISOR MANAGED PORTFOLIOS (SHDG). 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 Q3 | REDUCED | 1 | -2,357 | -100.0% | 0.00% | $32 | $31.52 |
| 2024 Q4 | REDUCED | 2,358 | -25 | -1.0% | 0.00% | $69K | $28.98 |
| 2024 Q3 | ADDED | 2,383 | +2,308 | +3077.3% | 0.00% | $69K | $28.52 |
| 2024 Q2 | INITIATED | 75 | — | — | 0.00% | $2K | — |
As of 2025 Q4 — sorted by position size