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AJ Wealth Strategies’s UBS Group UBS Stock Holding History

AJ Wealth Strategies’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
Q2 		$533K Buy
26,275
+382
+1% +$7.68K 0.03% 178
2023
Q1 		$553K Buy
+25,893
New +$540K 0.03% 170

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

AJ Wealth Strategies's UBS Position: Q2 2023 in Review

AJ Wealth Strategies increased its UBS Group (UBS) stake by 1.5% in Q2 2023, buying an estimated $7.68K and bringing the position to 26,275 shares worth $533K. The position accounts for 0.03% of the portfolio, ranked #178.

AJ Wealth Strategies first reported a position in UBS in Q1 2023 and has held it in 2 quarters since. The position peaked at $553K in Q1 2023. 458 funds tracked by Wall St. Rank hold UBS as of Q2 2023.

  • AJ Wealth Strategies held 26,275 shares of UBS Group worth $533K as of Q2 2023.
  • AJ Wealth Strategies bought 382 UBS Group shares in Q2 2023, an estimated $7.68K.
  • UBS Group made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #178 holding.
  • AJ Wealth Strategies first reported a position in UBS Group in Q1 2023 and has held it in 2 quarters since.
  • AJ Wealth Strategies's UBS Group position peaked at $553K in Q1 2023.
  • 458 funds tracked by Wall St. Rank held UBS Group as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.