Advisor OS’s UBS Group UBS Stock Holding History

Advisor OS’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	-7,146	Closed	-$221K	–	454
2024 Q3	$221K	Sell	7,146 -794	-10%	-$23.9K	0.02%	374
2024 Q2	$235K	Sell	7,940 -298	-4%	-$8.86K	0.03%	348
2024 Q1	$253K	Buy	8,238 +535	+7%	+$15.8K	0.03%	336
2023 Q4	$238K	Buy	+7,703	New	+$203K	0.03%	297

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

Advisor OS's UBS Position: Q4 2024 in Review

Advisor OS sold out of UBS Group (UBS) in Q4 2024, closing a stake of 7,146 shares — an estimated $221K sold.

Advisor OS first reported a position in UBS in Q4 2023 and held it in 4 quarters. The position peaked at $253K in Q1 2024. 571 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

Advisor OS reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
Advisor OS sold 7,146 UBS Group shares in Q4 2024, an estimated $221K.
Advisor OS first reported a position in UBS Group in Q4 2023 and held it in 4 quarters.
Advisor OS's UBS Group position peaked at $253K in Q1 2024.
571 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on Advisor OS's 13F filing for Q4 2024, filed 5 Feb 2025.