Baird Financial Group’s UBS Group UBS Stock Holding History

Baird Financial 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
2015 Q3	–	Sell	-50,525	Closed	-$1.07M	–	1323
2015 Q2	$1.07M	Buy	+50,525	New	+$1.06M	0.01%	734

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Baird Financial Group's UBS Position: Q3 2015 in Review

Baird Financial Group sold out of UBS Group (UBS) in Q3 2015, closing a stake of 50,525 shares — an estimated $1.07M sold.

Baird Financial Group first reported a position in UBS in Q2 2015 and held it in 1 quarter. The position peaked at $1.07M in Q2 2015. 234 funds tracked by Wall St. Rank hold UBS as of Q3 2015.

Baird Financial Group reported no remaining UBS Group position as of Q3 2015 after selling out during the quarter.
Baird Financial Group sold 50,525 UBS Group shares in Q3 2015, an estimated $1.07M.
Baird Financial Group first reported a position in UBS Group in Q2 2015 and held it in 1 quarter.
Baird Financial Group's UBS Group position peaked at $1.07M in Q2 2015.
234 funds tracked by Wall St. Rank held UBS Group as of Q3 2015.

Based on Baird Financial Group's 13F filing for Q3 2015, filed 12 Nov 2015.