American National Insurance’s UBS Group UBS Stock Holding History

American National Insurance’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
2021 Q4	–	Sell	-27,120	Closed	-$432K	–	313
2021 Q3	$432K	Hold	27,120	–	–	0.02%	312
2021 Q2	$416K	Hold	27,120	–	–	0.02%	315
2021 Q1	$421K	Hold	27,120	–	–	0.02%	309
2020 Q4	$383K	Hold	27,120	–	–	0.02%	305
2020 Q3	$302K	Hold	27,120	–	–	0.01%	302
2020 Q2	$313K	Hold	27,120	–	–	0.02%	299
2020 Q1	$251K	Hold	27,120	–	–	0.02%	288
2019 Q4	$341K	Hold	27,120	–	–	0.02%	289
2019 Q3	$307K	Hold	27,120	–	–	0.02%	295
2019 Q2	$321K	Hold	27,120	–	–	0.02%	294
2019 Q1	$328K	Hold	27,120	–	–	0.02%	290
2018 Q4	$336K	Hold	27,120	–	–	0.02%	276
2018 Q3	$427K	Hold	27,120	–	–	0.02%	275
2018 Q2	$416K	Hold	27,120	–	–	0.02%	306
2018 Q1	$479K	Hold	27,120	–	–	0.02%	300
2017 Q4	$499K	Hold	27,120	–	–	0.03%	297
2017 Q3	$465K	Hold	27,120	–	–	0.02%	311
2017 Q2	$460K	Hold	27,120	–	–	0.03%	297
2017 Q1	$433K	Hold	27,120	–	–	0.02%	303
2016 Q4	$425K	Hold	27,120	–	–	0.02%	297
2016 Q3	$369K	Hold	27,120	–	–	0.02%	337
2016 Q2	$351K	Hold	27,120	–	–	0.02%	346
2016 Q1	$434K	Hold	27,120	–	–	0.03%	329
2015 Q4	$525K	Hold	27,120	–	–	0.03%	315
2015 Q3	$502K	Hold	27,120	–	–	0.03%	309
2015 Q2	$576K	Hold	27,120	–	–	0.03%	296
2015 Q1	$506K	Hold	27,120	–	–	0.03%	307
2014 Q4	$448K	Buy	+27,120	New	+$465K	0.03%	310

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

American National Insurance's UBS Position: Q4 2021 in Review

American National Insurance sold out of UBS Group (UBS) in Q4 2021, closing a stake of 27,120 shares — an estimated $432K sold.

American National Insurance first reported a position in UBS in Q4 2014 and held it in 28 quarters. The position peaked at $576K in Q2 2015. 367 funds tracked by Wall St. Rank hold UBS as of Q4 2021.

American National Insurance reported no remaining UBS Group position as of Q4 2021 after selling out during the quarter.
American National Insurance sold 27,120 UBS Group shares in Q4 2021, an estimated $432K.
American National Insurance first reported a position in UBS Group in Q4 2014 and held it in 28 quarters.
American National Insurance's UBS Group position peaked at $576K in Q2 2015.
367 funds tracked by Wall St. Rank held UBS Group as of Q4 2021.

Based on American National Insurance's 13F filing for Q4 2021, filed 9 Feb 2022.