Column Capital Advisors’s UBS Group UBS Stock Holding History

Column Capital 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
2023 Q3	$6.95K	Buy	282 +115	+69%	+$2.69K	﹤0.01%	567
2023 Q2	$3.38K	Hold	167	–	–	﹤0.01%	656
2023 Q1	$3.56K	Hold	167	–	–	﹤0.01%	675
2022 Q4	$3.12K	Hold	167	–	–	﹤0.01%	664
2022 Q3	$2K	Hold	167	–	–	﹤0.01%	652
2022 Q2	$3K	Hold	167	–	–	﹤0.01%	620
2022 Q1	$3K	Hold	167	–	–	﹤0.01%	633
2021 Q4	$3K	Buy	167 +1	+0.6%	+$18	﹤0.01%	638
2021 Q3	$3K	Hold	166	–	–	﹤0.01%	604
2021 Q2	$3K	Hold	166	–	–	﹤0.01%	605
2021 Q1	$3K	Hold	166	–	–	﹤0.01%	589
2020 Q4	$2K	Buy	166 +84	+102%	+$1.11K	﹤0.01%	622
2020 Q3	$1K	Buy	82 +3	+4%	+$36	﹤0.01%	667
2020 Q2	$0	Sell	79 -491	-86%	-$5.06K	﹤0.01%	913
2020 Q1	$5K	Buy	570 +79	+16%	+$910	﹤0.01%	501
2019 Q4	$6K	Buy	+491	New	+$5.84K	﹤0.01%	518

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

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

Column Capital Advisors's UBS Position: Q3 2023 in Review

Column Capital Advisors increased its UBS Group (UBS) stake by 69% in Q3 2023, buying an estimated $2.69K and bringing the position to 282 shares worth $6.95K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Column Capital Advisors first reported a position in UBS in Q4 2019 and has held it in 16 quarters since. 484 funds tracked by Wall St. Rank hold UBS as of Q3 2023.

Column Capital Advisors held 282 shares of UBS Group worth $6.95K as of Q3 2023.
Column Capital Advisors bought 115 UBS Group shares in Q3 2023, an estimated $2.69K.
UBS Group made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #567 holding.
Column Capital Advisors first reported a position in UBS Group in Q4 2019 and has held it in 16 quarters since.
484 funds tracked by Wall St. Rank held UBS Group as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.