Advisors Capital Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
52,648
+16,102
| +44% | +$545K | 0.02% | 261 |
|
|
2025
Q1 | $1.12M | Sell |
36,546
-4,339
| -11% | -$133K | 0.02% | 280 |
|
|
2024
Q4 | $1.24M | Buy |
40,885
+15,477
| +61% | +$469K | 0.02% | 279 |
|
|
2024
Q3 | $785K | Sell |
25,408
-4,575
| -15% | -$141K | 0.01% | 315 |
|
|
2024
Q2 | $886K | Buy |
29,983
+1,429
| +5% | +$42.2K | 0.02% | 302 |
|
|
2024
Q1 | $877K | Buy |
28,554
+928
| +3% | +$28.5K | 0.02% | 304 |
|
|
2023
Q4 | $854K | Sell |
27,626
-1,098
| -4% | -$33.9K | 0.02% | 298 |
|
|
2023
Q3 | $708K | Sell |
28,724
-180
| -0.6% | -$4.44K | 0.02% | 276 |
|
|
2023
Q2 | $586K | Buy |
28,904
+224
| +0.8% | +$4.54K | 0.01% | 296 |
|
|
2023
Q1 | $612K | Buy |
+28,680
| New | +$612K | 0.02% | 279 |
|