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	-8,947,300	Closed	-$160M	–	4333
2021 Q4	$160M	Buy	8,947,300 +5,930,500	+197%	+$104M	0.08%	227
2021 Q3	$48.1M	Sell	3,016,800 -421,800	-12%	-$6.83M	0.03%	659
2021 Q2	$53.2M	Buy	3,438,600 +217,000	+7%	+$3.43M	0.03%	646
2021 Q1	$50M	Sell	3,221,600 -366,600	-10%	-$5.64M	0.03%	701
2020 Q4	$50.7M	Buy	3,588,200 +7,198	+0.2%	+$95.3K	0.02%	707
2020 Q3	$39.9M	Sell	3,581,002 -3,061,910	-46%	-$36.7M	0.02%	701
2020 Q2	$76.7M	Sell	6,642,912 -817,588	-11%	-$8.42M	0.05%	366
2020 Q1	$69.1M	Buy	7,460,500 +5,909,200	+381%	+$68.1M	0.06%	310
2019 Q4	$19.5M	Sell	1,551,300 -3,292,712	-68%	-$39.2M	0.01%	1040
2019 Q3	$54.8M	Buy	4,844,012 +3,453,600	+248%	+$38.9M	0.05%	424
2019 Q2	$16.5M	Sell	1,390,412 -1,727,200	-55%	-$21.2M	0.01%	1031
2019 Q1	$37.8M	Buy	+3,117,612	New	+$39.5M	0.03%	537
2016 Q4	–	Sell	-750,000	Closed	-$10.2M	–	4239
2016 Q3	$10.2M	Buy	+750,000	New	+$10.2M	0.01%	1176
2015 Q3	–	Sell	-67,400	Closed	-$1.43M	–	4480
2015 Q2	$1.43M	Buy	+67,400	New	+$1.41M	﹤0.01%	2846

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.