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
2022 Q1	–	Sell	-3,998,800	Closed	-$71.5M	–	4332
2021 Q4	$71.5M	Buy	3,998,800 +2,065,800	+107%	+$36.4M	0.04%	489
2021 Q3	$30.8M	Sell	1,933,000 -235,900	-11%	-$3.82M	0.02%	871
2021 Q2	$33.6M	Buy	2,168,900 +70,600	+3%	+$1.11M	0.02%	880
2021 Q1	$32.6M	Buy	2,098,300 +1,111,400	+113%	+$17.1M	0.02%	907
2020 Q4	$13.9M	Sell	986,900 -72,300	-7%	-$957K	0.01%	1373
2020 Q3	$11.8M	Buy	1,059,200 +110,200	+12%	+$1.32M	0.01%	1282
2020 Q2	$11M	Buy	949,000 +125,000	+15%	+$1.29M	0.01%	1248
2020 Q1	$7.63M	Sell	824,000 -88,200	-10%	-$1.02M	0.01%	1306
2019 Q4	$11.5M	Sell	912,200 -2,382,252	-72%	-$28.3M	0.01%	1337
2019 Q3	$37.3M	Buy	3,294,452 +2,687,866	+443%	+$30.3M	0.03%	592
2019 Q2	$7.19M	Sell	606,586 -189,362	-24%	-$2.32M	0.01%	1514
2019 Q1	$9.64M	Buy	+795,948	New	+$10.1M	0.01%	1258
2015 Q4	–	Sell	-52,600	Closed	-$974K	–	4367
2015 Q3	$974K	Sell	52,600 -35,300	-40%	-$748K	﹤0.01%	2846
2015 Q2	$1.86M	Buy	+87,900	New	+$1.84M	﹤0.01%	2608

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.