CW
UBS icon

Connectus Wealth’s UBS Group UBS Stock Holding History

Connectus Wealth’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 		– Sell
-113,680
Closed -$3.51M – 515
2023
Q4 		$3.51M Sell
113,680
-1,711
-1% -$45K 0.07% 194
2023
Q3 		$2.85M Sell
115,391
-1,156
-1% -$27K 0.06% 219
2023
Q2 		$2.36M Sell
116,547
-164,381
-59% -$3.31M 0.05% 198
2023
Q1 		$6M Buy
280,928
+51,886
+23% +$1.08M 0.15% 131
2022
Q4 		$4.28M Buy
+229,042
New +$3.9M 0.1% 145

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Connectus Wealth's UBS Position: Q1 2024 in Review

Connectus Wealth sold out of UBS Group (UBS) in Q1 2024, closing a stake of 113,680 shares — an estimated $3.51M sold.

Connectus Wealth first reported a position in UBS in Q4 2022 and held it in 5 quarters. The position peaked at $6M in Q1 2023. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

  • Connectus Wealth reported no remaining UBS Group position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 113,680 UBS Group shares in Q1 2024, an estimated $3.51M.
  • Connectus Wealth first reported a position in UBS Group in Q4 2022 and held it in 5 quarters.
  • Connectus Wealth's UBS Group position peaked at $6M in Q1 2023.
  • 537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.