American Portfolios Advisors’s UBS Group UBS Stock Holding History

American Portfolios Advisors’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 Q3	$107K	Sell	7,391 -56	-0.8%	-$896	﹤0.01%	1322
2022 Q2	$121K	Sell	7,447 -2,729	-27%	-$47.8K	0.01%	1306
2022 Q1	$199K	Sell	10,176 -1,508	-13%	-$28.5K	0.01%	1161
2021 Q4	$209K	Buy	11,684 +2,650	+29%	+$46.7K	0.01%	1138
2021 Q3	$144K	Buy	9,034 +451	+5%	+$7.3K	0.01%	1290
2021 Q2	$132K	Buy	8,583 +2,027	+31%	+$32K	0.01%	1302
2021 Q1	$102K	Buy	6,556 +444	+7%	+$6.83K	﹤0.01%	1309
2020 Q4	$86.4K	Buy	6,112 +1,342	+28%	+$17.8K	﹤0.01%	1218
2020 Q3	$53.2K	Buy	4,770 +299	+7%	+$3.58K	﹤0.01%	1298
2020 Q2	$51.6K	Sell	4,471 -748	-14%	-$7.7K	﹤0.01%	1281
2020 Q1	$48.3K	Sell	5,219 -1,303	-20%	-$15K	﹤0.01%	1173
2019 Q4	$82K	Buy	+6,522	New	+$77.6K	0.01%	1148
2018 Q4	–	Sell	-117	Closed	-$1.84K	–	2564
2018 Q3	$1.84K	Sell	117 -740	-86%	-$11.6K	﹤0.01%	2244
2018 Q2	$13.1K	Buy	857 +40	+5%	+$651	﹤0.01%	1618
2018 Q1	$14.4K	Buy	817 +736	+909%	+$14K	﹤0.01%	1504
2017 Q4	$1.49K	Buy	+81	New	+$1.41K	﹤0.01%	2101

Other funds holding UBS

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

American Portfolios Advisors's UBS Position: Q3 2022 in Review

American Portfolios Advisors reduced its UBS Group (UBS) stake by 0.75% in Q3 2022, selling an estimated $896 and leaving 7,391 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

American Portfolios Advisors first reported a position in UBS in Q4 2017 and has held it in 16 quarters since. The position peaked at $209K in Q4 2021. 365 funds tracked by Wall St. Rank hold UBS as of Q3 2022.

American Portfolios Advisors held 7,391 shares of UBS Group worth $107K as of Q3 2022.
American Portfolios Advisors sold 56 UBS Group shares in Q3 2022, an estimated $896.
UBS Group made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1322 holding.
American Portfolios Advisors first reported a position in UBS Group in Q4 2017 and has held it in 16 quarters since.
American Portfolios Advisors's UBS Group position peaked at $209K in Q4 2021.
365 funds tracked by Wall St. Rank held UBS Group as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.