Amundi Asset Management US’s UBS Group UBS Stock Holding History

Amundi Asset Management US’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 Q1	$234M	Buy	15,069,620 +188,885	+1%	+$2.9M	0.18%	126
2020 Q4	$210M	Sell	14,880,735 -3,849,130	-21%	-$51M	0.18%	126
2020 Q3	$209M	Buy	18,729,865 +1,385,650	+8%	+$16.6M	0.22%	99
2020 Q2	$200M	Buy	17,344,215 +2,682,982	+18%	+$27.6M	0.24%	94
2020 Q1	$136M	Sell	14,661,233 -1,638,159	-10%	-$18.9M	0.24%	88
2019 Q4	$205M	Buy	16,299,392 +3,221,093	+25%	+$38.3M	0.24%	100
2019 Q3	$148M	Sell	13,078,299 -3,172,727	-20%	-$35.7M	0.22%	108
2019 Q2	$193M	Sell	16,251,026 -14,121,518	-46%	-$173M	0.16%	139
2019 Q1	$368M	Buy	30,372,544 +11,893,142	+64%	+$151M	0.52%	42
2018 Q4	$229K	Buy	18,479,402 +2,622,356	+17%	+$35.6M	0.21%	69
2018 Q3	$249M	Buy	15,857,046 +2,272,568	+17%	+$35.7M	0.33%	73
2018 Q2	$208M	Sell	13,584,478 -6,513,504	-32%	-$106M	0.3%	80
2018 Q1	$355M	Buy	20,097,982 +946,229	+5%	+$18M	0.57%	35
2017 Q4	$352M	Buy	+19,151,753	New	+$333M	0.54%	34

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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 New York $761B AUM 31.28% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return