Bellevue Asset Management’s UBS Group UBS Stock Holding History

Bellevue Asset Management’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
2021 Q2	–	Sell	-419	Closed	-$7K	–	651
2021 Q1	$7K	Buy	419 +109	+35%	+$1.68K	﹤0.01%	389
2020 Q4	$5K	Buy	+310	New	+$4.11K	﹤0.01%	440
2020 Q3	–	Sell	-171	Closed	-$2K	–	624
2020 Q2	$2K	Buy	+171	New	+$1.76K	﹤0.01%	568

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bellevue Asset Management's UBS Position: Q2 2021 in Review

Bellevue Asset Management sold out of UBS Group (UBS) in Q2 2021, closing a stake of 419 shares — an estimated $7K sold.

Bellevue Asset Management first reported a position in UBS in Q2 2020 and held it in 3 quarters. The position peaked at $7K in Q1 2021. 360 funds tracked by Wall St. Rank hold UBS as of Q2 2021.

Bellevue Asset Management reported no remaining UBS Group position as of Q2 2021 after selling out during the quarter.
Bellevue Asset Management sold 419 UBS Group shares in Q2 2021, an estimated $7K.
Bellevue Asset Management first reported a position in UBS Group in Q2 2020 and held it in 3 quarters.
Bellevue Asset Management's UBS Group position peaked at $7K in Q1 2021.
360 funds tracked by Wall St. Rank held UBS Group as of Q2 2021.

Based on Bellevue Asset Management's 13F filing for Q2 2021, filed 9 Aug 2021.