Corient Capital Partners’s UBS Group UBS Stock Holding History

Corient Capital Partners’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
2022 Q3	$291K	Buy	17,956 +309	+2%	+$4.95K	0.02%	472
2022 Q2	$286K	Sell	17,647 -8,682	-33%	-$152K	0.02%	489
2022 Q1	$514K	Buy	26,329 +1,027	+4%	+$19.4K	0.03%	385
2021 Q4	$452K	Sell	25,302 -232	-0.9%	-$4.08K	0.03%	392
2021 Q3	$407K	Buy	25,534 +4,544	+22%	+$73.6K	0.03%	414
2021 Q2	$322K	Buy	20,990 +5,788	+38%	+$91.4K	0.02%	471
2021 Q1	$236K	Buy	15,202 +1,606	+12%	+$24.7K	0.02%	521
2020 Q4	$192K	Buy	13,596 +1,528	+13%	+$20.2K	0.02%	487
2020 Q3	$135K	Buy	12,068 +300	+3%	+$3.6K	0.02%	465
2020 Q2	$136K	Sell	11,768 -225	-2%	-$2.32K	0.02%	456
2020 Q1	$111K	Sell	11,993 -3,635	-23%	-$41.9K	0.02%	372
2019 Q4	$197K	Buy	15,628 +4,549	+41%	+$54.1K	0.03%	432
2019 Q3	$125K	Buy	+11,079	New	+$125K	0.02%	429

Other funds holding UBS

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Corient Capital Partners's UBS Position: Q3 2022 in Review

Corient Capital Partners increased its UBS Group (UBS) stake by 1.8% in Q3 2022, buying an estimated $4.95K and bringing the position to 17,956 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #472.

Corient Capital Partners first reported a position in UBS in Q3 2019 and has held it in 13 quarters since. The position peaked at $514K in Q1 2022. 364 funds tracked by Wall St. Rank hold UBS as of Q3 2022.

Corient Capital Partners held 17,956 shares of UBS Group worth $291K as of Q3 2022.
Corient Capital Partners bought 309 UBS Group shares in Q3 2022, an estimated $4.95K.
UBS Group made up 0.02% of Corient Capital Partners's portfolio in Q3 2022, its #472 holding.
Corient Capital Partners first reported a position in UBS Group in Q3 2019 and has held it in 13 quarters since.
Corient Capital Partners's UBS Group position peaked at $514K in Q1 2022.
364 funds tracked by Wall St. Rank held UBS Group as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.