Baldwin Wealth Partners’s UBS Group UBS Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-464	Closed	-$14.3K	–	962
2024 Q3	$14.3K	Hold	464	–	–	﹤0.01%	745
2024 Q2	$13.7K	Buy	464 +16	+4%	+$476	﹤0.01%	509
2024 Q1	$13.8K	Buy	448 +35	+8%	+$1.03K	﹤0.01%	530
2023 Q4	$12.8K	Buy	+413	New	+$10.9K	﹤0.01%	551

Other funds holding UBS

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

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

Baldwin Wealth Partners's UBS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of UBS Group (UBS) in Q4 2024, closing a stake of 464 shares — an estimated $14.3K sold.

Baldwin Wealth Partners first reported a position in UBS in Q4 2023 and held it in 4 quarters. The position peaked at $14.3K in Q3 2024. 571 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

Baldwin Wealth Partners reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 464 UBS Group shares in Q4 2024, an estimated $14.3K.
Baldwin Wealth Partners first reported a position in UBS Group in Q4 2023 and held it in 4 quarters.
Baldwin Wealth Partners's UBS Group position peaked at $14.3K in Q3 2024.
571 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.