Berman Capital Advisors’s UBS Group UBS Stock Holding History

Berman Capital Advisors’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 Q3	$31K	Sell	1,953 -26	-1%	-$421	﹤0.01%	854
2021 Q2	$30K	Buy	1,979 +27	+1%	+$426	﹤0.01%	772
2021 Q1	$30K	Buy	1,952 +163	+9%	+$2.51K	0.01%	660
2020 Q4	$25K	Buy	1,789 +12	+0.7%	+$159	0.01%	614
2020 Q3	$19K	Hold	1,777	–	–	0.01%	608
2020 Q2	$20K	Buy	1,777 +946	+114%	+$9.74K	0.01%	544
2020 Q1	$7K	Buy	831 +722	+662%	+$8.32K	﹤0.01%	804
2019 Q4	$1K	Hold	109	–	–	﹤0.01%	1394
2019 Q3	$1K	Sell	109 -1,299	-92%	-$14.6K	﹤0.01%	1375
2019 Q2	$16K	Buy	1,408 +606	+76%	+$7.43K	0.01%	585
2019 Q1	$9K	Buy	802 +310	+63%	+$3.93K	﹤0.01%	707
2018 Q4	$5K	Buy	+492	New	+$6.67K	﹤0.01%	702

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 $315B AUM 27.84% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Berman Capital Advisors's UBS Position: Q3 2021 in Review

Berman Capital Advisors reduced its UBS Group (UBS) stake by 1.3% in Q3 2021, selling an estimated $421 and leaving 1,953 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Berman Capital Advisors first reported a position in UBS in Q4 2018 and has held it in 12 quarters since. 358 funds tracked by Wall St. Rank hold UBS as of Q3 2021.

Berman Capital Advisors held 1,953 shares of UBS Group worth $31K as of Q3 2021.
Berman Capital Advisors sold 26 UBS Group shares in Q3 2021, an estimated $421.
UBS Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #854 holding.
Berman Capital Advisors first reported a position in UBS Group in Q4 2018 and has held it in 12 quarters since.
358 funds tracked by Wall St. Rank held UBS Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.