Credit Suisse’s UBS Group UBS Stock Holding History

Credit Suisse’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	$2.93B	Buy	95,397,206 +3,738,309	+4%	+$110M	2.8%	4
2023 Q4	$2.83B	Buy	91,658,897 +2,163,493	+2%	+$56.9M	2.73%	3
2023 Q3	$2.21B	Sell	89,495,404 -13,372,243	-13%	-$312M	2.24%	3
2023 Q2	$2.09B	Sell	102,867,647 -1,431,078	-1%	-$28.8M	2.06%	3
2023 Q1	$2.23B	Buy	104,298,725 +6,277,444	+6%	+$131M	2.24%	3
2022 Q4	$1.83B	Sell	98,021,281 -5,831,328	-6%	-$99.2M	1.94%	3
2022 Q3	$1.51B	Sell	103,852,609 -99,068	-0.1%	-$1.59M	1.68%	4
2022 Q2	$1.69B	Sell	103,951,677 -6,471,346	-6%	-$113M	1.75%	3
2022 Q1	$2.16B	Buy	110,423,023 +5,336,027	+5%	+$101M	1.85%	4
2021 Q4	$1.88B	Buy	105,086,996 +3,856,855	+4%	+$67.9M	1%	12
2021 Q3	$1.61B	Sell	101,230,141 -1,720,363	-2%	-$27.9M	0.89%	13
2021 Q2	$1.59B	Sell	102,950,504 -13,447,830	-12%	-$212M	0.84%	13
2021 Q1	$1.81B	Buy	116,398,334 +7,055,956	+6%	+$108M	0.93%	11
2020 Q4	$1.55B	Sell	109,342,378 -10,877,743	-9%	-$144M	0.76%	13
2020 Q3	$1.34B	Buy	120,220,121 +13,579,702	+13%	+$163M	0.82%	12
2020 Q2	$1.23B	Buy	106,640,419 +2,361,282	+2%	+$24.3M	0.88%	12
2020 Q1	$966M	Buy	104,279,137 +678,998	+0.7%	+$7.83M	0.83%	17
2019 Q4	$1.3B	Buy	103,600,139 +8,783,590	+9%	+$104M	0.95%	12
2019 Q3	$1.07B	Sell	94,816,549 -6,158,606	-6%	-$69.3M	0.9%	12
2019 Q2	$1.2B	Buy	100,975,155 +6,096,307	+6%	+$74.7M	1.06%	6
2019 Q1	$1.15B	Sell	94,878,848 -1,416,040	-1%	-$17.9M	1.05%	10
2018 Q4	$1.19B	Buy	96,294,888 +3,058,117	+3%	+$41.5M	1.24%	7
2018 Q3	$1.47B	Sell	93,236,771 -7,322,088	-7%	-$115M	1.31%	9
2018 Q2	$1.54B	Buy	100,558,859 +9,908,687	+11%	+$161M	1.51%	7
2018 Q1	$1.6B	Sell	90,650,172 -1,242,827	-1%	-$23.6M	1.49%	5
2017 Q4	$1.69B	Sell	91,892,999 -1,927,237	-2%	-$33.5M	1.51%	5
2017 Q3	$1.61B	Sell	93,820,236 -5,514,093	-6%	-$94.3M	1.56%	5
2017 Q2	$1.69B	Buy	99,334,329 +12,533,588	+14%	+$204M	1.64%	4
2017 Q1	$1.38B	Sell	86,800,741 -3,847,437	-4%	-$61.9M	1.25%	5
2016 Q4	$1.42B	Sell	90,648,178 -1,840,829	-2%	-$27.7M	1.41%	4
2016 Q3	$1.26B	Sell	92,489,007 -20,250,082	-18%	-$276M	1.19%	8
2016 Q2	$1.46B	Buy	112,739,089 +5,186,336	+5%	+$79.2M	1.62%	3
2016 Q1	$1.72B	Sell	107,552,753 -4,871,162	-4%	-$79.1M	2.07%	1
2015 Q4	$2.18B	Sell	112,423,915 -12,517,936	-10%	-$244M	2.5%	1
2015 Q3	$2.31B	Buy	124,941,851 +4,192,529	+3%	+$88.8M	2.77%	1
2015 Q2	$2.56B	Buy	+120,749,322	New	+$2.52B	2.49%	1
2015 Q1	–	Sell	-176,220	Closed	-$3M	–	4579
2014 Q4	$3M	Buy	+176,220	New	+$3.02M	﹤0.01%	2189

Other funds holding UBS

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

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

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

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Credit Suisse's UBS Position: Q1 2024 in Review

Credit Suisse increased its UBS Group (UBS) stake by 4.1% in Q1 2024, buying an estimated $110M and bringing the position to 95,397,206 shares worth $2.93B. The position accounts for 2.8% of the portfolio, ranked #4.

Credit Suisse first reported a position in UBS in Q4 2014 and has held it in 37 quarters since. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

Credit Suisse held 95,397,206 shares of UBS Group worth $2.93B as of Q1 2024.
Credit Suisse bought 3,738,309 UBS Group shares in Q1 2024, an estimated $110M.
UBS Group made up 2.8% of Credit Suisse's portfolio in Q1 2024, its #4 holding.
Credit Suisse first reported a position in UBS Group in Q4 2014 and has held it in 37 quarters since.
537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.