Cipher Capital’s UBS Group UBS Stock Holding History

Cipher Capital’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	$408K	Buy	+13,291	New	+$393K	0.19%	198
2020 Q1	–	Sell	-36,519	Closed	-$460K	–	592
2019 Q4	$460K	Buy	36,519 +11,713	+47%	+$139K	0.03%	393
2019 Q3	$280K	Sell	24,806 -74,581	-75%	-$840K	0.02%	464
2019 Q2	$1.18M	Buy	+99,387	New	+$1.22M	0.1%	282
2015 Q2	–	Sell	-19,710	Closed	-$370K	–	619
2015 Q1	$370K	Buy	+19,710	New	+$343K	0.06%	401

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

Cipher Capital's UBS Position: Q1 2024 in Review

Cipher Capital opened a new position in UBS Group (UBS) in Q1 2024: 13,291 shares worth $408K. The stake represents 0.19% of the portfolio and ranks #198 among its holdings. This is a return to the name: Cipher Capital previously reported a position in UBS as recently as Q4 2019.

Cipher Capital first reported a position in UBS in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.18M in Q2 2019. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

Cipher Capital held 13,291 shares of UBS Group worth $408K as of Q1 2024.
UBS Group was a new Cipher Capital position in Q1 2024.
UBS Group made up 0.19% of Cipher Capital's portfolio in Q1 2024, its #198 holding.
Cipher Capital first reported a position in UBS Group in Q1 2015 and has held it in 5 quarters since.
Cipher Capital's UBS Group position peaked at $1.18M in Q2 2019.
537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

Based on Cipher Capital's 13F filing for Q1 2024, filed 15 May 2024.