Ameriprise’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112M | Buy |
3,262,619
+234,907
| +8% | +$8.06M | 0.03% | 511 |
|
|
2025
Q1 | $92.7M | Buy |
3,027,712
+8,342
| +0.3% | +$256K | 0.03% | 574 |
|
|
2024
Q4 | $91.6M | Buy |
3,019,370
+56,614
| +2% | +$1.72M | 0.02% | 580 |
|
|
2024
Q3 | $91.5M | Buy |
2,962,756
+133,833
| +5% | +$4.14M | 0.02% | 593 |
|
|
2024
Q2 | $83.2M | Buy |
2,828,923
+184,375
| +7% | +$5.42M | 0.02% | 592 |
|
|
2024
Q1 | $81.2M | Sell |
2,644,548
-72,667
| -3% | -$2.23M | 0.02% | 616 |
|
|
2023
Q4 | $84.2M | Buy |
2,717,215
+2,324
| +0.1% | +$72K | 0.03% | 584 |
|
|
2023
Q3 | $67.5M | Buy |
2,714,891
+169,365
| +7% | +$4.21M | 0.02% | 629 |
|
|
2023
Q2 | $51.5M | Buy |
2,545,526
+225,182
| +10% | +$4.55M | 0.02% | 745 |
|
|
2023
Q1 | $49.6M | Buy |
2,320,344
+13,360
| +0.6% | +$285K | 0.02% | 756 |
|
|
2022
Q4 | $43.2M | Sell |
2,306,984
-258,872
| -10% | -$4.85M | 0.01% | 792 |
|
|
2022
Q3 | $37.4M | Sell |
2,565,856
-3,363,431
| -57% | -$49M | 0.01% | 818 |
|
|
2022
Q2 | $97.7M | Sell |
5,929,287
-1,508,416
| -20% | -$24.8M | 0.03% | 487 |
|
|
2022
Q1 | $149M | Sell |
7,437,703
-1,417,958
| -16% | -$28.4M | 0.04% | 406 |
|
|
2021
Q4 | $160M | Sell |
8,855,661
-324,210
| -4% | -$5.85M | 0.04% | 416 |
|
|
2021
Q3 | $147M | Buy |
9,179,871
+632,960
| +7% | +$10.1M | 0.05% | 407 |
|
|
2021
Q2 | $130M | Buy |
8,546,911
+1,361,841
| +19% | +$20.7M | 0.04% | 441 |
|
|
2021
Q1 | $109M | Buy |
7,185,070
+3,761,539
| +110% | +$57.2M | 0.04% | 470 |
|
|
2020
Q4 | $48.5M | Buy |
3,423,531
+3,068,793
| +865% | +$43.5M | 0.02% | 745 |
|
|
2020
Q3 | $3.76M | Sell |
354,738
-36,740
| -9% | -$389K | ﹤0.01% | 2281 |
|
|
2020
Q2 | $4.56M | Sell |
391,478
-215,518
| -36% | -$2.51M | ﹤0.01% | 2128 |
|
|
2020
Q1 | $5.56M | Buy |
606,996
+193,554
| +47% | +$1.77M | ﹤0.01% | 1845 |
|
|
2019
Q4 | $5.2M | Buy |
413,442
+131,766
| +47% | +$1.66M | ﹤0.01% | 2212 |
|
|
2019
Q3 | $3.2M | Sell |
281,676
-48,570
| -15% | -$552K | ﹤0.01% | 2450 |
|
|
2019
Q2 | $3.91M | Buy |
330,246
+12,755
| +4% | +$151K | ﹤0.01% | 2385 |
|
|
2019
Q1 | $3.85M | Sell |
317,491
-561,887
| -64% | -$6.8M | ﹤0.01% | 2393 |
|
|
2018
Q4 | $11M | Buy |
879,378
+27,853
| +3% | +$349K | 0.01% | 1521 |
|
|
2018
Q3 | $13.4M | Buy |
851,525
+82,344
| +11% | +$1.29M | ﹤0.01% | 1632 |
|
|
2018
Q2 | $11.8M | Buy |
769,181
+4,966
| +0.6% | +$75.9K | 0.01% | 1608 |
|
|
2018
Q1 | $13.5M | Buy |
764,215
+9,289
| +1% | +$164K | 0.01% | 1412 |
|
|
2017
Q4 | $13.9M | Buy |
754,926
+94,050
| +14% | +$1.73M | 0.01% | 1352 |
|
|
2017
Q3 | $11.3M | Buy |
660,876
+56,921
| +9% | +$976K | 0.01% | 1477 |
|
|
2017
Q2 | $10.3M | Buy |
603,955
+61,627
| +11% | +$1.05M | 0.01% | 1531 |
|
|
2017
Q1 | $8.63M | Sell |
542,328
-4,044
| -0.7% | -$64.4K | ﹤0.01% | 1640 |
|
|
2016
Q4 | $8.57M | Sell |
546,372
-682
| -0.1% | -$10.7K | ﹤0.01% | 1644 |
|
|
2016
Q3 | $7.45M | Buy |
547,054
+53,838
| +11% | +$733K | ﹤0.01% | 1677 |
|
|
2016
Q2 | $6.36M | Sell |
493,216
-296,414
| -38% | -$3.82M | ﹤0.01% | 1757 |
|
|
2016
Q1 | $12.6M | Buy |
789,630
+249,688
| +46% | +$3.97M | 0.01% | 1246 |
|
|
2015
Q4 | $10.5M | Buy |
539,942
+111,075
| +26% | +$2.15M | 0.01% | 1415 |
|
|
2015
Q3 | $7.91M | Buy |
428,867
+175,900
| +70% | +$3.25M | ﹤0.01% | 1644 |
|
|
2015
Q2 | $5.37M | Buy |
252,967
+90,364
| +56% | +$1.92M | ﹤0.01% | 2096 |
|
|
2015
Q1 | $3.06M | Buy |
162,603
+150,023
| +1,193% | +$2.82M | ﹤0.01% | 2376 |
|
|
2014
Q4 | $214K | Buy |
+12,580
| New | +$214K | ﹤0.01% | 3467 |
|