180 Wealth Advisors’s UBS Group UBS Stock Holding History

180 Wealth Advisors’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,589	Closed	-$204K	–	465
2024 Q3	$204K	Sell	6,589 -427	-6%	-$12.8K	0.03%	412
2024 Q2	$218K	Sell	7,016 -1,424	-17%	-$42.3K	0.04%	383
2024 Q1	$259K	Sell	8,440 -1,898	-18%	-$56.1K	0.05%	325
2023 Q4	$314K	Sell	10,338 -1,842	-15%	-$48.4K	0.06%	272
2023 Q3	$300K	Buy	12,180 +1,316	+12%	+$30.7K	0.07%	262
2023 Q2	$222K	Buy	10,864 +60	+0.6%	+$1.21K	0.05%	310
2023 Q1	$231K	Sell	10,804 -144	-1%	-$3K	0.05%	308
2022 Q4	$237K	Sell	10,948 -3,897	-26%	-$66.3K	0.06%	308
2022 Q3	$215K	Buy	+14,845	New	+$238K	0.06%	309

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

180 Wealth Advisors's UBS Position: Q4 2024 in Review

180 Wealth Advisors sold out of UBS Group (UBS) in Q4 2024, closing a stake of 6,589 shares — an estimated $204K sold.

180 Wealth Advisors first reported a position in UBS in Q3 2022 and held it in 9 quarters. The position peaked at $314K in Q4 2023. 571 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

180 Wealth Advisors reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
180 Wealth Advisors sold 6,589 UBS Group shares in Q4 2024, an estimated $204K.
180 Wealth Advisors first reported a position in UBS Group in Q3 2022 and held it in 9 quarters.
180 Wealth Advisors's UBS Group position peaked at $314K in Q4 2023.
571 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on 180 Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.