BTC Capital Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.84M | Buy |
72,621
+15,052
| +26% | +$644K | 0.19% | 103 |
|
|
2025
Q4 | $2.67M | Sell |
57,569
-1,787
| -3% | -$72.2K | 0.19% | 103 |
|
|
2025
Q3 | $2.43M | Buy |
59,356
+13,898
| +31% | +$540K | 0.17% | 107 |
|
|
2025
Q2 | $1.54M | Buy |
45,458
+1,801
| +4% | +$55.7K | 0.13% | 118 |
|
|
2025
Q1 | $1.34M | Buy |
43,657
+3,268
| +8% | +$109K | 0.12% | 118 |
|
|
2024
Q4 | $1.22M | Buy |
40,389
+2,898
| +8% | +$91.9K | 0.11% | 123 |
|
|
2024
Q3 | $1.16M | Buy |
37,491
+2,671
| +8% | +$80.3K | 0.1% | 127 |
|
|
2024
Q2 | $1.03M | Sell |
34,820
-1,366
| -4% | -$40.6K | 0.1% | 132 |
|
|
2024
Q1 | $1.11M | Buy |
+36,186
| New | +$1.07M | 0.1% | 127 |
|
|
2023
Q3 | $1.06M | Sell |
42,871
-135
| -0.3% | -$3.15K | 0.12% | 126 |
|
|
2023
Q2 | $873K | Sell |
43,006
-1,004
| -2% | -$20.2K | 0.09% | 135 |
|
|
2023
Q1 | $929K | Sell |
44,010
-4,287
| -9% | -$89.4K | 0.11% | 128 |
|
|
2022
Q4 | $902K | Sell |
48,297
-519
| -1% | -$8.83K | 0.11% | 135 |
|
|
2022
Q3 | $713K | Buy |
48,816
+7,977
| +20% | +$128K | 0.09% | 136 |
|
|
2022
Q2 | $659K | Buy |
+40,839
| New | +$716K | 0.08% | 145 |
|
|
2018
Q4 | – | Sell |
-12,180
| Closed | -$193K | – | 185 |
|
|
2018
Q3 | $193K | Buy |
12,180
+101
| +0.8% | +$1.59K | 0.03% | 168 |
|
|
2018
Q2 | $187K | Buy |
12,079
+1,299
| +12% | +$21.1K | 0.04% | 144 |
|
|
2018
Q1 | $191K | Buy |
10,780
+213
| +2% | +$4.05K | 0.03% | 182 |
|
|
2017
Q4 | $193K | Buy |
+10,567
| New | +$184K | 0.03% | 169 |
|
|
2017
Q3 | – | Sell |
-10,567
| Closed | -$180K | – | 182 |
|
|
2017
Q2 | $180K | Hold |
10,567
| – | – | 0.03% | 174 |
|
|
2017
Q1 | $168K | Buy |
+10,567
| New | +$170K | 0.03% | 166 |
|
|
2016
Q4 | – | Sell |
-10,523
| Closed | -$143K | – | 181 |
|
|
2016
Q3 | $143K | Buy |
10,523
+47
| +0.4% | +$640 | 0.03% | 167 |
|
|
2016
Q2 | $137K | Buy |
+10,476
| New | +$160K | 0.03% | 160 |
|
Other funds holding UBS
VCM
CCI
