Bank Julius Baer & Co’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151M | Buy |
5,443,355
+904,232
| +20% | +$25.1M | 0.45% | 63 |
|
|
2025
Q1 | $139M | Buy |
4,539,123
+163,284
| +4% | +$4.99M | 0.45% | 63 |
|
|
2024
Q4 | $134M | Buy |
4,375,839
+3,759,134
| +610% | +$115M | 0.41% | 61 |
|
|
2024
Q3 | $19M | Buy |
616,705
+128,331
| +26% | +$3.96M | 0.06% | 134 |
|
|
2024
Q2 | $14.4M | Buy |
488,374
+28,541
| +6% | +$840K | 0.06% | 140 |
|
|
2024
Q1 | $14.4M | Buy |
459,833
+144,382
| +46% | +$4.51M | 0.06% | 154 |
|
|
2023
Q4 | $9.53M | Buy |
+315,451
| New | +$9.53M | 0.04% | 181 |
|
|
2022
Q1 | – | Sell |
-178,620
| Closed | -$3.22M | – | 796 |
|
|
2021
Q4 | $3.22M | Sell |
178,620
-1,620
| -0.9% | -$29.2K | 0.02% | 230 |
|
|
2021
Q3 | $2.9M | Sell |
180,240
-49,806
| -22% | -$801K | 0.02% | 232 |
|
|
2021
Q2 | $3.52M | Buy |
230,046
+5,975
| +3% | +$91.5K | 0.02% | 232 |
|
|
2021
Q1 | $3.48M | Sell |
224,071
-77,274
| -26% | -$1.2M | 0.03% | 222 |
|
|
2020
Q4 | $4.26M | Buy |
301,345
+76,664
| +34% | +$1.08M | 0.04% | 205 |
|
|
2020
Q3 | $2.51M | Sell |
224,681
-2,000
| -0.9% | -$22.4K | 0.02% | 206 |
|
|
2020
Q2 | $2.61M | Sell |
226,681
-9,600
| -4% | -$111K | 0.03% | 174 |
|
|
2020
Q1 | $2.18M | Buy |
+236,281
| New | +$2.18M | 0.05% | 145 |
|