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Beverly Hills Private Wealth’s UBS Group UBS Stock Holding History

Beverly Hills Private Wealth’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
2026
Q1 		$506K Sell
12,955
-2,523
-16% -$108K 0.08% 183
2025
Q4 		$717K Sell
15,478
-17,314
-53% -$700K 0.12% 142
2025
Q3 		$1.34M Sell
32,792
-5,400
-14% -$210K 0.24% 110
2025
Q2 		$1.29M Sell
38,192
-4,638
-11% -$144K 0.24% 109
2025
Q1 		$1.31M Buy
42,830
+2,707
+7% +$90.3K 0.26% 99
2024
Q4 		$1.22M Buy
40,123
+4,076
+11% +$129K 0.25% 104
2024
Q3 		$1.11M Buy
36,047
+4,993
+16% +$150K 0.23% 116
2024
Q2 		$917K Buy
31,054
+5,392
+21% +$160K 0.2% 126
2024
Q1 		$788K Sell
25,662
-465
-2% -$13.7K 0.18% 122
2023
Q4 		$807K Buy
26,127
+9,907
+61% +$261K 0.21% 108
2023
Q3 		$400K Sell
16,220
-6,493
-29% -$152K 0.12% 183
2023
Q2 		$497K Buy
22,713
+11,283
+99% +$227K 0.08% 230
2023
Q1 		$244K Buy
+11,430
New +$238K 0.08% 241

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