Cresset Asset Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Sell |
|
|||||
|
2025
Q1 | $606K | Sell |
|
|||||
|
2024
Q4 | $754K | Sell |
|
|||||
|
2024
Q3 | $3.62M | Buy |
|
|||||
|
2024
Q2 | $3.25M | Buy |
|
|||||
|
2024
Q1 | $2.6M | Buy |
|
|||||
|
2023
Q4 | $2.39M | Buy |
|
|||||
|
2023
Q3 | $1.81M | Buy |
|
|||||
|
2023
Q2 | $1.29M | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $212K | Sell |
|
|||||
|
2022
Q2 | $238K | Buy |
|
|||||
|
2022
Q1 | $272K | Buy |
|
|||||
|
2021
Q4 | $236K | Sell |
|
|||||
|
2021
Q3 | $323K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $178K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $128K | Sell |
|
|||||
|
2019
Q4 | $231K | Buy |
|
|||||
|
2019
Q3 | $156K | Sell |
|
|||||
|
2019
Q2 | $272K | Buy |
|
|||||
|
2019
Q1 | $112K | Buy |
|
|||||
|
2018
Q4 | $101K | Buy |
|