Capital World Investors’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25B | Sell |
36,957,240
-843,414
| -2% | -$28.5M | 0.18% | 122 |
|
|
2025
Q1 | $1.16B | Buy |
37,800,654
+371,846
| +1% | +$11.4M | 0.19% | 122 |
|
|
2024
Q4 | $1.14B | Sell |
37,428,808
-1,949,421
| -5% | -$59.4M | 0.17% | 122 |
|
|
2024
Q3 | $1.22B | Buy |
39,378,229
+108,555
| +0.3% | +$3.35M | 0.19% | 122 |
|
|
2024
Q2 | $1.15B | Buy |
39,269,674
+1,062,010
| +3% | +$31.1M | 0.19% | 119 |
|
|
2024
Q1 | $1.18B | Buy |
38,207,664
+1,147,836
| +3% | +$35.3M | 0.19% | 122 |
|
|
2023
Q4 | $1.15B | Buy |
37,059,828
+3,523,105
| +11% | +$109M | 0.2% | 121 |
|
|
2023
Q3 | $829M | Buy |
33,536,723
+15,479,916
| +86% | +$383M | 0.16% | 133 |
|
|
2023
Q2 | $367M | Buy |
18,056,807
+11,900,050
| +193% | +$242M | 0.07% | 224 |
|
|
2023
Q1 | $130M | Buy |
+6,156,757
| New | +$130M | 0.03% | 311 |
|
|
2018
Q4 | – | Sell |
-20,961,166
| Closed | -$331M | – | 570 |
|
|
2018
Q3 | $331M | Buy |
+20,961,166
| New | +$331M | 0.08% | 198 |
|