Capital Research Global Investors
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Capital Research Global Investors’s UBS Group UBS Stock Holding History

Capital Research Global Investors’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
2019
Q4 		– Sell
-5,257,745
Closed -$59.7M – 428
2019
Q3 		$59.7M Sell
5,257,745
-16,446,439
-76% -$185M 0.02% 306
2019
Q2 		$258M Sell
21,704,184
-10,644,586
-33% -$130M 0.08% 184
2019
Q1 		$392M Sell
32,348,770
-2,743,949
-8% -$34.8M 0.12% 159
2018
Q4 		$437M Sell
35,092,719
-6,873,100
-16% -$93.2M 0.15% 134
2018
Q3 		$663M Sell
41,965,819
-28,171,894
-40% -$443M 0.19% 113
2018
Q2 		$1.09B Sell
70,137,713
-20,887,270
-23% -$340M 0.3% 77
2018
Q1 		$1.6B Sell
91,024,983
-38,108
-0% -$725K 0.46% 58
2017
Q4 		$1.67B Buy
91,063,091
+4,250,147
+5% +$73.9M 0.49% 58
2017
Q3 		$1.48B Buy
86,812,944
+14
+0% +$239 0.45% 61
2017
Q2 		$1.47B Sell
86,812,930
-15,321,500
-15% -$249M 0.46% 58
2017
Q1 		$1.63B Sell
102,134,430
-7,118,687
-7% -$115M 0.52% 54
2016
Q4 		$1.71B Buy
+109,253,117
New +$1.65B 0.55% 51

Other funds holding UBS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Capital Research Global Investors's UBS Position: Q4 2019 in Review

Capital Research Global Investors sold out of UBS Group (UBS) in Q4 2019, closing a stake of 5,257,745 shares — an estimated $59.7M sold.

Capital Research Global Investors first reported a position in UBS in Q4 2016 and held it in 12 quarters. The position peaked at $1.71B in Q4 2016. 299 funds tracked by Wall St. Rank hold UBS as of Q4 2019.

  • Capital Research Global Investors reported no remaining UBS Group position as of Q4 2019 after selling out during the quarter.
  • Capital Research Global Investors sold 5,257,745 UBS Group shares in Q4 2019, an estimated $59.7M.
  • Capital Research Global Investors first reported a position in UBS Group in Q4 2016 and held it in 12 quarters.
  • Capital Research Global Investors's UBS Group position peaked at $1.71B in Q4 2016.
  • 299 funds tracked by Wall St. Rank held UBS Group as of Q4 2019.

Based on Capital Research Global Investors's 13F filing for Q4 2019, filed 18 Feb 2020.