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Connective Portfolio Management’s UBS Group UBS Stock Holding History

Connective Portfolio 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
Q2 		– Sell
-36,826
Closed -$1.13M – 64
2024
Q1 		$1.13M Hold
36,826
– – 1.99% 21
2023
Q4 		$1.14M Buy
36,826
+800
+2% +$21K 2.32% 16
2023
Q3 		$888K Buy
+36,026
New +$841K 2.7% 17

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Connective Portfolio Management's UBS Position: Q2 2024 in Review

Connective Portfolio Management sold out of UBS Group (UBS) in Q2 2024, closing a stake of 36,826 shares — an estimated $1.13M sold.

Connective Portfolio Management first reported a position in UBS in Q3 2023 and held it in 3 quarters. The position peaked at $1.14M in Q4 2023. 552 funds tracked by Wall St. Rank hold UBS as of Q2 2024.

  • Connective Portfolio Management reported no remaining UBS Group position as of Q2 2024 after selling out during the quarter.
  • Connective Portfolio Management sold 36,826 UBS Group shares in Q2 2024, an estimated $1.13M.
  • Connective Portfolio Management first reported a position in UBS Group in Q3 2023 and held it in 3 quarters.
  • Connective Portfolio Management's UBS Group position peaked at $1.14M in Q4 2023.
  • 552 funds tracked by Wall St. Rank held UBS Group as of Q2 2024.

Based on Connective Portfolio Management's 13F filing for Q2 2024, filed 30 Jul 2024.