Banco BTG Pactual’s UBS Group UBS Stock Holding History

Banco BTG Pactual’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 Q1	–	Sell	-85,000	Closed	-$2.63M	–	209
2023 Q4	$2.63M	Buy	+85,000	New	+$2.24M	0.33%	49
2023 Q2	–	Sell	-40,000	Closed	-$789K	–	168
2023 Q1	$789K	Buy	+40,000	New	+$834K	0.29%	53

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Banco BTG Pactual's UBS Position: Q1 2024 in Review

Banco BTG Pactual sold out of UBS Group (UBS) in Q1 2024, closing a stake of 85,000 shares — an estimated $2.63M sold.

Banco BTG Pactual first reported a position in UBS in Q1 2023 and held it in 2 quarters. The position peaked at $2.63M in Q4 2023. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

Banco BTG Pactual reported no remaining UBS Group position as of Q1 2024 after selling out during the quarter.
Banco BTG Pactual sold 85,000 UBS Group shares in Q1 2024, an estimated $2.63M.
Banco BTG Pactual first reported a position in UBS Group in Q1 2023 and held it in 2 quarters.
Banco BTG Pactual's UBS Group position peaked at $2.63M in Q4 2023.
537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

Based on Banco BTG Pactual's 13F filing for Q1 2024, filed 9 May 2024.