Morningstar shares owned by UBS Group
Historical chart of UBS Group investment in Morningstar
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Quarterly reported holdings in Morningstar by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.0M | 19k | 308.37 |
| 2023-12-31 | $3.2M | 11k | 286.21 |
| 2023-09-30 | $620k | 2.6k | 234.24 |
| 2023-06-30 | $1.8M | 9.0k | 196.07 |
| 2023-03-31 | $1.4M | 6.7k | 203.03 |
| 2022-12-31 | $779k | 3.6k | 216.59 |
| 2022-09-30 | $1.3M | 6.3k | 212.96 |
| 2022-06-30 | $3.4M | 14k | 241.84 |
| 2022-03-31 | $3.1M | 11k | 277.78 |
| 2021-12-31 | $5.6M | 17k | 341.81 |
| 2021-09-30 | $1.9M | 7.2k | 259.04 |
| 2021-06-30 | $3.0M | 12k | 257.04 |
| 2021-03-31 | $2.1M | 9.4k | 224.98 |
| 2020-12-31 | $4.4M | 19k | 231.58 |
| 2020-09-30 | $5.2M | 33k | 160.48 |
| 2020-06-30 | $4.1M | 29k | 141.10 |
| 2020-03-31 | $949k | 8.2k | 116.24 |
| 2019-12-31 | $2.1M | 14k | 151.30 |
| 2019-09-30 | $1.8M | 13k | 146.67 |
| 2019-06-30 | $2.0M | 14k | 144.64 |
| 2019-03-31 | $1.9M | 15k | 126.67 |
| 2018-12-31 | $1.3M | 12k | 110.00 |
| 2018-09-30 | $1.2M | 9.8k | 125.84 |
| 2018-06-30 | $1.5M | 12k | 128.25 |
| 2018-03-31 | $2.0M | 21k | 95.15 |
| 2017-12-31 | $2.1M | 22k | 96.67 |
| 2017-09-30 | $5.9M | 70k | 85.00 |
| 2017-06-30 | $5.2M | 67k | 78.34 |
| 2017-03-31 | $952k | 12k | 78.65 |
| 2016-12-31 | $1.4M | 19k | 73.55 |
| 2016-09-30 | $1.1M | 14k | 79.28 |
| 2016-06-30 | $940k | 11k | 82.50 |
| 2016-03-31 | $818k | 9.3k | 87.50 |
| 2015-12-31 | $2.4M | 30k | 80.41 |
| 2015-09-30 | $680k | 8.5k | 80.23 |
| 2015-03-31 | $5.6M | 75k | 75.00 |