Chilton Capital Management’s UBS Group UBS Stock Holding History

Chilton Capital Management’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 Q4	–	Sell	-572	Closed	-$17.7K	–	680
2024 Q3	$17.7K	Hold	572	–	–	﹤0.01%	435
2024 Q2	$16.9K	Hold	572	–	–	﹤0.01%	462
2024 Q1	$17.6K	Hold	572	–	–	﹤0.01%	435
2023 Q4	$17.7K	Hold	572	–	–	﹤0.01%	437
2023 Q3	$14.1K	Hold	572	–	–	﹤0.01%	414
2023 Q2	$11.6K	Buy	+572	New	+$11.5K	﹤0.01%	444

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Chilton Capital Management's UBS Position: Q4 2024 in Review

Chilton Capital Management sold out of UBS Group (UBS) in Q4 2024, closing a stake of 572 shares — an estimated $17.7K sold.

Chilton Capital Management first reported a position in UBS in Q2 2023 and held it in 6 quarters. The position peaked at $17.7K in Q3 2024. 571 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

Chilton Capital Management reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
Chilton Capital Management sold 572 UBS Group shares in Q4 2024, an estimated $17.7K.
Chilton Capital Management first reported a position in UBS Group in Q2 2023 and held it in 6 quarters.
Chilton Capital Management's UBS Group position peaked at $17.7K in Q3 2024.
571 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on Chilton Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.