Amia Capital’s UBS Group UBS Stock Holding History

Amia Capital’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 Q3	–	Sell	-20,000	Closed	-$362K	–	7
2023 Q2	$362K	Sell	20,000 -10,000	-33%	-$201K	2.27%	3
2023 Q1	$633K	Buy	+30,000	New	+$626K	1.72%	3
2021 Q4	–	Sell	-185,000	Closed	-$2.98M	–	24
2021 Q3	$2.98M	Sell	185,000 -15,000	-8%	-$243K	0.65%	12
2021 Q2	$3.06M	Buy	+200,000	New	+$3.16M	1.09%	12
2020 Q1	–	Sell	-25,840	Closed	-$325K	–	47
2019 Q4	$325K	Buy	+25,840	New	+$307K	0.09%	36

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Amia Capital's UBS Position: Q3 2023 in Review

Amia Capital sold out of UBS Group (UBS) in Q3 2023, closing a stake of 20,000 shares — an estimated $362K sold.

Amia Capital first reported a position in UBS in Q4 2019 and held it in 5 quarters. The position peaked at $3.06M in Q2 2021. 484 funds tracked by Wall St. Rank hold UBS as of Q3 2023.

Amia Capital reported no remaining UBS Group position as of Q3 2023 after selling out during the quarter.
Amia Capital sold 20,000 UBS Group shares in Q3 2023, an estimated $362K.
Amia Capital first reported a position in UBS Group in Q4 2019 and held it in 5 quarters.
Amia Capital's UBS Group position peaked at $3.06M in Q2 2021.
484 funds tracked by Wall St. Rank held UBS Group as of Q3 2023.

Based on Amia Capital's 13F filing for Q3 2023, filed 8 Nov 2023.