AIM
UBS icon

Achmea Investment Management’s UBS Group UBS Stock Holding History

Achmea Investment Management’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
Q1 		– Sell
-14,434
Closed -$447K – 480
2023
Q4 		$447K Sell
14,434
-295,250
-95% -$7.76M 0.01% 456
2023
Q3 		$7.68M Sell
309,684
-11,041
-3% -$258K 0.17% 141
2023
Q2 		$6.49M Buy
320,725
+29,405
+10% +$591K 0.14% 170
2023
Q1 		$6.15M Buy
291,320
+584
+0.2% +$12.2K 0.18% 140
2022
Q4 		$5.07M Buy
290,736
+738
+0.3% +$12.6K 0.17% 154
2022
Q3 		$4.26M Buy
289,998
+40,921
+16% +$655K 0.15% 158
2022
Q2 		$4M Sell
249,077
-614
-0.2% -$10.8K 0.13% 179
2022
Q1 		$4.92M Buy
+249,691
New +$4.72M 0.13% 190
2021
Q4 		– Sell
-243,160
Closed -$3.91M – 596
2021
Q3 		$3.91M Buy
243,160
+4,197
+2% +$68K 0.12% 234
2021
Q2 		$3.66M Sell
238,963
-13,896
-5% -$219K 0.12% 222
2021
Q1 		$3.93M Buy
252,859
+2,888
+1% +$44.4K 0.14% 200
2020
Q4 		$3.53M Buy
249,971
+14,599
+6% +$193K 0.13% 204
2020
Q3 		$2.64M Sell
235,372
-656,252
-74% -$7.87M 0.11% 227
2020
Q2 		$10.3M Hold
891,624
– – 0.35% 64
2020
Q1 		$8.34M Buy
+891,624
New +$10.3M 0.38% 59

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Achmea Investment Management's UBS Position: Q1 2024 in Review

Achmea Investment Management sold out of UBS Group (UBS) in Q1 2024, closing a stake of 14,434 shares — an estimated $447K sold.

Achmea Investment Management first reported a position in UBS in Q1 2020 and held it in 15 quarters. The position peaked at $10.3M in Q2 2020. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

  • Achmea Investment Management reported no remaining UBS Group position as of Q1 2024 after selling out during the quarter.
  • Achmea Investment Management sold 14,434 UBS Group shares in Q1 2024, an estimated $447K.
  • Achmea Investment Management first reported a position in UBS Group in Q1 2020 and held it in 15 quarters.
  • Achmea Investment Management's UBS Group position peaked at $10.3M in Q2 2020.
  • 537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

Based on Achmea Investment Management's 13F filing for Q1 2024, filed 8 May 2024.