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Advisor Group’s UBS Group UBS Stock Holding History

Advisor Group’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
2019
Q4 		$352K Sell
28,045
-2,457
-8% -$29.2K ﹤0.01% 1932
2019
Q3 		$345K Buy
30,502
+4,732
+18% +$53.3K ﹤0.01% 1899
2019
Q2 		$305K Sell
25,770
-1,165
-4% -$14.3K ﹤0.01% 1984
2019
Q1 		$326K Sell
26,935
-971
-3% -$12.3K ﹤0.01% 1904
2018
Q4 		$344K Buy
27,906
+1,028
+4% +$13.9K ﹤0.01% 1672
2018
Q3 		$422K Buy
26,878
+3,984
+17% +$62.6K ﹤0.01% 1588
2018
Q2 		$352K Sell
22,894
-474
-2% -$7.71K ﹤0.01% 1583
2018
Q1 		$413K Buy
23,368
+1,825
+8% +$34.7K 0.01% 1450
2017
Q4 		$396K Buy
21,543
+3,825
+22% +$66.5K 0.01% 1477
2017
Q3 		$304K Buy
17,718
+2,583
+17% +$44.2K ﹤0.01% 1524
2017
Q2 		$256K Sell
15,135
-2,077
-12% -$33.8K ﹤0.01% 1601
2017
Q1 		$275K Buy
17,212
+212
+1% +$3.41K 0.01% 1441
2016
Q4 		$267K Buy
17,000
+59
+0.3% +$889 0.01% 1369
2016
Q3 		$230K Sell
16,941
-2,521
-13% -$34.3K 0.01% 1437
2016
Q2 		$251K Buy
+19,462
New +$297K 0.01% 1298

Other funds holding UBS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Advisor Group's UBS Position: Q4 2019 in Review

Advisor Group reduced its UBS Group (UBS) stake by 8.1% in Q4 2019, selling an estimated $29.2K and leaving 28,045 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Advisor Group first reported a position in UBS in Q2 2016 and has held it in 15 quarters since. The position peaked at $422K in Q3 2018. 299 funds tracked by Wall St. Rank hold UBS as of Q4 2019.

  • Advisor Group held 28,045 shares of UBS Group worth $352K as of Q4 2019.
  • Advisor Group sold 2,457 UBS Group shares in Q4 2019, an estimated $29.2K.
  • UBS Group made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1932 holding.
  • Advisor Group first reported a position in UBS Group in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's UBS Group position peaked at $422K in Q3 2018.
  • 299 funds tracked by Wall St. Rank held UBS Group as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.