Cetera Advisors’s UBS Group UBS Stock Holding History

Cetera 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
2024 Q1	$786K	Buy	25,584 +14,638	+134%	+$432K	0.01%	1286
2023 Q4	$338K	Buy	+10,946	New	+$288K	﹤0.01%	1359

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

Cetera Advisors's UBS Position: Q1 2024 in Review

Cetera Advisors increased its UBS Group (UBS) stake by 134% in Q1 2024, buying an estimated $432K and bringing the position to 25,584 shares worth $786K. The position accounts for 0.01% of the portfolio, ranked #1286.

Cetera Advisors first reported a position in UBS in Q4 2023 and has held it in 2 quarters since. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

Cetera Advisors held 25,584 shares of UBS Group worth $786K as of Q1 2024.
Cetera Advisors bought 14,638 UBS Group shares in Q1 2024, an estimated $432K.
UBS Group made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1286 holding.
Cetera Advisors first reported a position in UBS Group in Q4 2023 and has held it in 2 quarters since.
537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

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