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Ahrens Investment Partners’s UBS Group UBS Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$2.54K Buy
+119
New +$2.48K ﹤0.01% 856
2022
Q3 		– Sell
-119
Closed -$2K – 849
2022
Q2 		$2K Hold
119
– – ﹤0.01% 891
2022
Q1 		$2K Hold
119
– – ﹤0.01% 965
2021
Q4 		$2K Buy
+119
New +$2.1K ﹤0.01% 984

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Ahrens Investment Partners's UBS Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in UBS Group (UBS) in Q1 2023: 119 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #856 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in UBS as recently as Q2 2022.

Ahrens Investment Partners first reported a position in UBS in Q4 2021 and has held it in 4 quarters since. 434 funds tracked by Wall St. Rank hold UBS as of Q1 2023.

  • Ahrens Investment Partners held 119 shares of UBS Group worth $2.54K as of Q1 2023.
  • UBS Group was a new Ahrens Investment Partners position in Q1 2023.
  • UBS Group made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #856 holding.
  • Ahrens Investment Partners first reported a position in UBS Group in Q4 2021 and has held it in 4 quarters since.
  • 434 funds tracked by Wall St. Rank held UBS Group as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.