Bill Miller’s UBS Group UBS Stock Holding History

Bill Miller’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
2023 Q2	–	Sell	-1,178,255	Closed	-$25.1M	–	82
2023 Q1	$25.1M	Buy	+1,178,255	New	+$24.6M	1.57%	30

Other funds holding UBS

Norges Bank Oslo, Norway $1T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PAMS

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

Bill Miller's UBS Position: Q2 2023 in Review

Bill Miller sold out of UBS Group (UBS) in Q2 2023, closing a stake of 1,178,255 shares — an estimated $25.1M sold.

Bill Miller first reported a position in UBS in Q1 2023 and held it in 1 quarter. The position peaked at $25.1M in Q1 2023. 458 funds tracked by Wall St. Rank hold UBS as of Q2 2023.

Bill Miller reported no remaining UBS Group position as of Q2 2023 after selling out during the quarter.
Bill Miller sold 1,178,255 UBS Group shares in Q2 2023, an estimated $25.1M.
Bill Miller first reported a position in UBS Group in Q1 2023 and held it in 1 quarter.
Bill Miller's UBS Group position peaked at $25.1M in Q1 2023.
458 funds tracked by Wall St. Rank held UBS Group as of Q2 2023.

Based on Miller Value Partners's 13F filing for Q2 2023, filed 14 Aug 2023.