Cetera Advisor Networks’s UBS Group UBS Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$1.06M	Sell	34,470 -1,428	-4%	-$42.2K	0.01%	1428
2023 Q4	$1.11M	Buy	35,898 +3,474	+11%	+$91.4K	0.01%	1302
2023 Q3	$799K	Sell	32,424 -977	-3%	-$22.8K	0.01%	1431
2023 Q2	$677K	Sell	33,401 -3,562	-10%	-$71.6K	﹤0.01%	1520
2023 Q1	$789K	Sell	36,963 -1,184	-3%	-$24.7K	0.01%	1389
2022 Q4	$712K	Buy	+38,147	New	+$649K	0.01%	1388
2020 Q3	–	Sell	-5,912	Closed	-$68K	–	2904
2020 Q2	$68K	Buy	+5,912	New	+$60.9K	﹤0.01%	1737
2020 Q1	–	Sell	-13,441	Closed	-$169K	–	1271
2019 Q4	$169K	Sell	13,441 -1,964	-13%	-$23.4K	﹤0.01%	1179
2019 Q3	$177K	Sell	15,405 -1,190	-7%	-$13.4K	0.01%	1117
2019 Q2	$201K	Buy	16,595 +3,505	+27%	+$43K	0.01%	1099
2019 Q1	$160K	Buy	+13,090	New	+$166K	0.01%	1084

Other funds holding UBS

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Advisor Networks's UBS Position: Q1 2024 in Review

Cetera Advisor Networks reduced its UBS Group (UBS) stake by 4% in Q1 2024, selling an estimated $42.2K and leaving 34,470 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1428.

Cetera Advisor Networks first reported a position in UBS in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.11M in Q4 2023. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

Cetera Advisor Networks held 34,470 shares of UBS Group worth $1.06M as of Q1 2024.
Cetera Advisor Networks sold 1,428 UBS Group shares in Q1 2024, an estimated $42.2K.
UBS Group made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1428 holding.
Cetera Advisor Networks first reported a position in UBS Group in Q1 2019 and has held it in 11 quarters since.
Cetera Advisor Networks's UBS Group position peaked at $1.11M in Q4 2023.
537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.