Credit Agricole’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.4M | Sell |
932,556
-821,516
| -47% | -$35.2M | 0.12% | 158 |
|
|
2025
Q4 | $81.2M | Buy |
1,754,072
+102,457
| +6% | +$4.14M | 0.22% | 93 |
|
|
2025
Q3 | $67.7M | Buy |
+1,651,615
| New | +$64.1M | 0.22% | 95 |
|
|
2025
Q1 | $24M | Sell |
785,134
-1,461,229
| -65% | -$48.7M | 0.09% | 200 |
|
|
2024
Q4 | $68.1M | Buy |
2,246,363
+1,060,443
| +89% | +$33.6M | 0.23% | 87 |
|
|
2024
Q3 | $36.7M | Buy |
1,185,920
+516,934
| +77% | +$15.5M | 0.19% | 105 |
|
|
2024
Q2 | $19.8M | Buy |
668,986
+261,940
| +64% | +$7.79M | 0.12% | 141 |
|
|
2024
Q1 | $11.4M | Sell |
407,046
-869,703
| -68% | -$25.7M | 0.2% | 136 |
|
|
2023
Q4 | $39.5M | Buy |
1,276,749
+975,483
| +324% | +$25.7M | 0.82% | 44 |
|
|
2023
Q3 | $7.43M | Sell |
301,266
-18,754
| -6% | -$438K | 0.23% | 148 |
|
|
2023
Q2 | $6.49M | Buy |
320,020
+17,188
| +6% | +$346K | 0.21% | 150 |
|
|
2023
Q1 | $6.46M | Sell |
302,832
-63,762
| -17% | -$1.33M | 0.28% | 130 |
|
|
2022
Q4 | $6.84M | Buy |
366,594
+54,011
| +17% | +$919K | 0.25% | 125 |
|
|
2022
Q3 | $4.54M | Sell |
312,583
-349,033
| -53% | -$5.59M | 0.15% | 149 |
|
|
2022
Q2 | $10.7M | Sell |
661,616
-1,083,106
| -62% | -$19M | 0.43% | 78 |
|
|
2022
Q1 | $34.1M | Buy |
1,744,722
+119,364
| +7% | +$2.26M | 1.06% | 31 |
|
|
2021
Q4 | $29M | Buy |
1,625,358
+1,071,686
| +194% | +$18.9M | 0.97% | 39 |
|
|
2021
Q3 | $8.83M | Sell |
553,672
-249,223
| -31% | -$4.04M | 0.32% | 98 |
|
|
2021
Q2 | $12.3M | Buy |
802,895
+37,133
| +5% | +$586K | 0.41% | 73 |
|
|
2021
Q1 | $11.9M | Sell |
765,762
-45,743
| -6% | -$703K | 0.45% | 64 |
|
|
2020
Q4 | $11.5M | Buy |
811,505
+266,668
| +49% | +$3.53M | 0.5% | 52 |
|
|
2020
Q3 | $6.08M | Sell |
544,837
-1,052
| -0.2% | -$12.6K | 0.43% | 84 |
|
|
2020
Q2 | $6.3M | Buy |
545,889
+114,473
| +27% | +$1.18M | 0.51% | 65 |
|
|
2020
Q1 | $3.99M | Buy |
431,416
+125,637
| +41% | +$1.45M | 0.42% | 70 |
|
|
2019
Q4 | $3.85M | Sell |
305,779
-424,182
| -58% | -$5.04M | 0.24% | 100 |
|
|
2019
Q3 | $8.26M | Buy |
729,961
+84,229
| +13% | +$948K | 0.45% | 66 |
|
|
2019
Q2 | $7.65M | Sell |
645,732
-194,856
| -23% | -$2.39M | 0.45% | 71 |
|
|
2019
Q1 | $10.2M | Sell |
840,588
-609,719
| -42% | -$7.72M | 0.6% | 46 |
|
|
2018
Q4 | $18M | Buy |
1,450,307
+571,898
| +65% | +$7.76M | 1.15% | 18 |
|
|
2018
Q3 | $13.8M | Buy |
878,409
+135,768
| +18% | +$2.13M | 0.75% | 29 |
|
|
2018
Q2 | $11.4M | Buy |
742,641
+2,970
| +0.4% | +$48.3K | 0.96% | 27 |
|
|
2018
Q1 | $13.1M | Buy |
739,671
+147,737
| +25% | +$2.81M | 1.12% | 23 |
|
|
2017
Q4 | $10.9M | Sell |
591,934
-13,759,195
| -96% | -$239M | 0.92% | 29 |
|
|
2017
Q3 | $246M | Sell |
14,351,129
-1,558,284
| -10% | -$26.7M | 0.85% | 17 |
|
|
2017
Q2 | $270M | Buy |
15,909,413
+976,493
| +7% | +$15.9M | 0.89% | 16 |
|
|
2017
Q1 | $238M | Buy |
14,932,920
+5,904,131
| +65% | +$95M | 0.73% | 16 |
|
|
2016
Q4 | $141M | Buy |
9,028,789
+3,017,912
| +50% | +$45.5M | 0.46% | 43 |
|
|
2016
Q3 | $81.9M | Sell |
6,010,877
-1,535,485
| -20% | -$20.9M | 0.27% | 84 |
|
|
2016
Q2 | $97.8M | Buy |
7,546,362
+2,301,695
| +44% | +$35.2M | 0.38% | 55 |
|
|
2016
Q1 | $84M | Sell |
5,244,667
-8,068,317
| -61% | -$131M | 0.4% | 52 |
|
|
2015
Q4 | $258M | Sell |
13,312,984
-4,013,276
| -23% | -$78.3M | 1.21% | 8 |
|
|
2015
Q3 | $321M | Sell |
17,326,260
-1,567,351
| -8% | -$33.2M | 1.59% | 5 |
|
|
2015
Q2 | $401M | Sell |
18,893,611
-454,595
| -2% | -$9.5M | 1.88% | 3 |
|
|
2015
Q1 | $363M | Buy |
19,348,206
+1,444,135
| +8% | +$25.1M | 1.62% | 4 |
|
|
2014
Q4 | $299M | Buy |
+17,904,071
| New | +$307M | 1.28% | 7 |
|
Other funds holding UBS
VCM
CCI
