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AMP Capital Investors’s UBS Group UBS Stock Holding History

AMP Capital Investors’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
-1,378,900
Closed -$22.2M – 934
2021
Q3 		$22.2M Sell
1,378,900
-214,906
-13% -$3.48M 0.12% 191
2021
Q2 		$24.4M Buy
1,593,806
+66,407
+4% +$1.05M 0.12% 207
2021
Q1 		$23.8M Buy
1,527,399
+79,348
+5% +$1.22M 0.12% 207
2020
Q4 		$20.4M Sell
1,448,051
-26,820
-2% -$355K 0.11% 220
2020
Q3 		$16.3M Sell
1,474,871
-302,871
-17% -$3.63M 0.1% 233
2020
Q2 		$20.3M Buy
1,777,742
+187,084
+12% +$1.93M 0.13% 184
2020
Q1 		$14.9M Sell
1,590,658
-225,176
-12% -$2.6M 0.11% 203
2019
Q4 		$22.9M Sell
1,815,834
-185,663
-9% -$2.21M 0.13% 195
2019
Q3 		$22.6M Buy
2,001,497
+26,149
+1% +$294K 0.13% 195
2019
Q2 		$23.5M Buy
1,975,348
+117,702
+6% +$1.44M 0.13% 189
2019
Q1 		$22.2M Buy
1,857,646
+336,916
+22% +$4.27M 0.13% 192
2018
Q4 		$18.9M Sell
1,520,730
-124,245
-8% -$1.69M 0.12% 198
2018
Q3 		$26.6M Buy
1,644,975
+262,499
+19% +$4.13M 0.14% 173
2018
Q2 		$21.3M Sell
1,382,476
-69,264
-5% -$1.13M 0.12% 217
2018
Q1 		$25.6M Sell
1,451,740
-50,357
-3% -$957K 0.14% 177
2017
Q4 		$27.7M Sell
1,502,097
-191,467
-11% -$3.33M 0.15% 162
2017
Q3 		$29M Buy
1,693,564
+28,898
+2% +$494K 0.16% 155
2017
Q2 		$28.4M Sell
1,664,666
-34,543
-2% -$562K 0.17% 145
2017
Q1 		$27.1M Buy
1,699,209
+16,538
+1% +$266K 0.16% 150
2016
Q4 		$26.4M Sell
1,682,671
-527,564
-24% -$7.95M 0.16% 143
2016
Q3 		$29.7M Sell
2,210,235
-122,920
-5% -$1.67M 0.18% 128
2016
Q2 		$30.4M Sell
2,333,155
-364,781
-14% -$5.57M 0.2% 109
2016
Q1 		$44.5M Buy
2,697,936
+101,297
+4% +$1.65M 0.3% 81
2015
Q4 		$50.6M Buy
2,596,639
+39,335
+2% +$768K 0.35% 71
2015
Q3 		$46.5M Sell
2,557,304
-184,493
-7% -$3.91M 0.34% 70
2015
Q2 		$58.4M Sell
2,741,797
-108,836
-4% -$2.27M 0.38% 72
2015
Q1 		$54.4M Buy
2,850,633
+1,025,768
+56% +$17.8M 0.33% 80
2014
Q4 		$31.4M Buy
+1,824,865
New +$31.3M 0.19% 136

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AMP Capital Investors's UBS Position: Q4 2021 in Review

AMP Capital Investors sold out of UBS Group (UBS) in Q4 2021, closing a stake of 1,378,900 shares — an estimated $22.2M sold.

AMP Capital Investors first reported a position in UBS in Q4 2014 and held it in 28 quarters. The position peaked at $58.4M in Q2 2015. 368 funds tracked by Wall St. Rank hold UBS as of Q4 2021.

  • AMP Capital Investors reported no remaining UBS Group position as of Q4 2021 after selling out during the quarter.
  • AMP Capital Investors sold 1,378,900 UBS Group shares in Q4 2021, an estimated $22.2M.
  • AMP Capital Investors first reported a position in UBS Group in Q4 2014 and held it in 28 quarters.
  • AMP Capital Investors's UBS Group position peaked at $58.4M in Q2 2015.
  • 368 funds tracked by Wall St. Rank held UBS Group as of Q4 2021.

Based on AMP Capital Investors's 13F filing for Q4 2021, filed 14 Feb 2022.