BC
UBS icon

Bridgefront Capital’s UBS Group UBS Stock Holding History

Bridgefront Capital’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
2024
Q4 		– Sell
-9,509
Closed -$294K – 790
2024
Q3 		$294K Buy
+9,509
New +$286K 0.11% 321
2023
Q2 		– Sell
-13,954
Closed -$298K – 667
2023
Q1 		$298K Buy
13,954
+3,150
+29% +$65.7K 0.18% 213
2022
Q4 		$202K Buy
10,804
+769
+8% +$13.1K 0.14% 299
2022
Q3 		$146K Buy
+10,035
New +$161K 0.15% 255
2021
Q4 		– Sell
-11,821
Closed -$188K – 456
2021
Q3 		$188K Sell
11,821
-3,490
-23% -$56.5K 0.2% 249
2021
Q2 		$235K Buy
+15,311
New +$242K 0.09% 439
2021
Q1 		– Sell
-11,040
Closed -$156K – 927
2020
Q4 		$156K Buy
+11,040
New +$146K 0.05% 542

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bridgefront Capital's UBS Position: Q4 2024 in Review

Bridgefront Capital sold out of UBS Group (UBS) in Q4 2024, closing a stake of 9,509 shares — an estimated $294K sold.

Bridgefront Capital first reported a position in UBS in Q4 2020 and held it in 7 quarters. The position peaked at $298K in Q1 2023. 571 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

  • Bridgefront Capital reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
  • Bridgefront Capital sold 9,509 UBS Group shares in Q4 2024, an estimated $294K.
  • Bridgefront Capital first reported a position in UBS Group in Q4 2020 and held it in 7 quarters.
  • Bridgefront Capital's UBS Group position peaked at $298K in Q1 2023.
  • 571 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on Bridgefront Capital's 13F filing for Q4 2024, filed 14 Feb 2025.