Calamos Advisors’s UBS Group UBS Stock Holding History

Calamos 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
2023 Q1	–	Sell	-14,000	Closed	-$261K	–	1207
2022 Q4	$261K	Hold	14,000	–	–	﹤0.01%	935
2022 Q3	$203K	Buy	+14,000	New	+$224K	﹤0.01%	1052

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Calamos Advisors's UBS Position: Q1 2024 in Review

Calamos Advisors sold out of UBS Group (UBS) in Q1 2024, closing a stake of 149,425 shares — an estimated $4.62M sold.

Calamos Advisors first reported a position in UBS in Q4 2016 and held it in 26 quarters. The position peaked at $30.1M in Q3 2018. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

Calamos Advisors reported no remaining UBS Group position as of Q1 2024 after selling out during the quarter.
Calamos Advisors sold 149,425 UBS Group shares in Q1 2024, an estimated $4.62M.
Calamos Advisors first reported a position in UBS Group in Q4 2016 and held it in 26 quarters.
Calamos Advisors's UBS Group position peaked at $30.1M in Q3 2018.
537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

Based on Calamos Advisors's 13F filing for Q1 2024, filed 8 May 2024.