Altium Wealth Management’s UBS Group UBS Stock Holding History

Altium Wealth Management’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
2022 Q2	$553K	Buy	34,106 +13,726	+67%	+$241K	0.04%	221
2022 Q1	$398K	Buy	+20,380	New	+$386K	0.03%	289

Other funds holding UBS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Altium Wealth Management's UBS Position: Q2 2022 in Review

Altium Wealth Management increased its UBS Group (UBS) stake by 67% in Q2 2022, buying an estimated $241K and bringing the position to 34,106 shares worth $553K. The position accounts for 0.04% of the portfolio, ranked #221.

Altium Wealth Management first reported a position in UBS in Q1 2022 and has held it in 2 quarters since. 368 funds tracked by Wall St. Rank hold UBS as of Q2 2022.

Altium Wealth Management held 34,106 shares of UBS Group worth $553K as of Q2 2022.
Altium Wealth Management bought 13,726 UBS Group shares in Q2 2022, an estimated $241K.
UBS Group made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #221 holding.
Altium Wealth Management first reported a position in UBS Group in Q1 2022 and has held it in 2 quarters since.
368 funds tracked by Wall St. Rank held UBS Group as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.