DFPG Investments’s UBS Group UBS Stock Holding History

DFPG Investments’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
2023 Q4	$879K	Buy	30,015 +1,678	+6%	+$44.1K	0.07%	255
2023 Q3	$695K	Buy	+28,337	New	+$662K	0.06%	278

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DFPG Investments's UBS Position: Q4 2023 in Review

DFPG Investments increased its UBS Group (UBS) stake by 5.9% in Q4 2023, buying an estimated $44.1K and bringing the position to 30,015 shares worth $879K. The position accounts for 0.07% of the portfolio, ranked #255.

DFPG Investments first reported a position in UBS in Q3 2023 and has held it in 2 quarters since. 526 funds tracked by Wall St. Rank hold UBS as of Q4 2023.

DFPG Investments held 30,015 shares of UBS Group worth $879K as of Q4 2023.
DFPG Investments bought 1,678 UBS Group shares in Q4 2023, an estimated $44.1K.
UBS Group made up 0.07% of DFPG Investments's portfolio in Q4 2023, its #255 holding.
DFPG Investments first reported a position in UBS Group in Q3 2023 and has held it in 2 quarters since.
526 funds tracked by Wall St. Rank held UBS Group as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.