Capital World Investors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25B | Sell |
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|
2025
Q1 | $1.16B | Buy |
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|
2024
Q4 | $1.14B | Sell |
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|
2024
Q3 | $1.22B | Buy |
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|
2024
Q2 | $1.15B | Buy |
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|
2024
Q1 | $1.18B | Buy |
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|
2023
Q4 | $1.15B | Buy |
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|
2023
Q3 | $829M | Buy |
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|
2023
Q2 | $367M | Buy |
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|
2023
Q1 | $130M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $331M | Buy |
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