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Aperio Group’s UBS Group UBS Stock Holding History

Aperio Group’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
2020
Q4 		$27.1M Buy
1,914,874
+65,185
+4% +$863K 0.08% 243
2020
Q3 		$20.6M Buy
1,849,689
+29,686
+2% +$356K 0.07% 266
2020
Q2 		$21M Buy
1,820,003
+332,923
+22% +$3.43M 0.08% 249
2020
Q1 		$13.8M Buy
1,487,080
+188,392
+15% +$2.17M 0.06% 312
2019
Q4 		$16.3M Buy
1,298,688
+167,749
+15% +$2M 0.06% 356
2019
Q3 		$12.8M Buy
1,130,939
+217,508
+24% +$2.45M 0.05% 410
2019
Q2 		$10.8M Sell
913,431
-65,248
-7% -$800K 0.04% 444
2019
Q1 		$11.9M Sell
978,679
-19,368
-2% -$245K 0.05% 398
2018
Q4 		$12.4M Sell
998,047
-403,683
-29% -$5.48M 0.06% 340
2018
Q3 		$22M Buy
1,401,730
+248,811
+22% +$3.91M 0.1% 237
2018
Q2 		$17.7M Sell
1,152,919
-109,010
-9% -$1.77M 0.08% 272
2018
Q1 		$22.3M Buy
1,261,929
+154,524
+14% +$2.94M 0.11% 215
2017
Q4 		$20.4M Buy
1,107,405
+73,639
+7% +$1.28M 0.1% 230
2017
Q3 		$17.7M Buy
1,033,766
+75,720
+8% +$1.3M 0.1% 243
2017
Q2 		$16.3M Buy
958,046
+81,052
+9% +$1.32M 0.1% 237
2017
Q1 		$14M Buy
876,994
+26,202
+3% +$422K 0.1% 248
2016
Q4 		$13.3M Buy
850,792
+105,989
+14% +$1.6M 0.1% 229
2016
Q3 		$10.1M Sell
744,803
-107,339
-13% -$1.46M 0.07% 314
2016
Q2 		$11M Sell
852,142
-21,005
-2% -$321K 0.09% 272
2016
Q1 		$14M Sell
873,147
-40,231
-4% -$653K 0.12% 195
2015
Q4 		$17.7M Sell
913,378
-111,925
-11% -$2.18M 0.16% 154
2015
Q3 		$19M Buy
1,025,303
+874,454
+580% +$18.5M 0.19% 122
2015
Q2 		$3.2M Buy
+150,849
New +$3.15M 0.03% 551
2015
Q1 		– Sell
-46,765
Closed -$797K – 1997
2014
Q4 		$797K Buy
+46,765
New +$801K 0.01% 994

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aperio Group's UBS Position: Q4 2020 in Review

Aperio Group increased its UBS Group (UBS) stake by 3.5% in Q4 2020, buying an estimated $863K and bringing the position to 1,914,874 shares worth $27.1M. The position accounts for 0.08% of the portfolio, ranked #243.

Aperio Group first reported a position in UBS in Q4 2014 and has held it in 24 quarters since. 346 funds tracked by Wall St. Rank hold UBS as of Q4 2020.

  • Aperio Group held 1,914,874 shares of UBS Group worth $27.1M as of Q4 2020.
  • Aperio Group bought 65,185 UBS Group shares in Q4 2020, an estimated $863K.
  • UBS Group made up 0.08% of Aperio Group's portfolio in Q4 2020, its #243 holding.
  • Aperio Group first reported a position in UBS Group in Q4 2014 and has held it in 24 quarters since.
  • 346 funds tracked by Wall St. Rank held UBS Group as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.