Eagle Asset Management’s UBS Group UBS Stock Holding History

Eagle Asset Management’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
2021 Q1	–	Sell	-95,069	Closed	-$1.34M	–	680
2020 Q4	$1.34M	Buy	+95,069	New	+$1.26M	0.01%	443

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Eagle Asset Management's UBS Position: Q1 2021 in Review

Eagle Asset Management sold out of UBS Group (UBS) in Q1 2021, closing a stake of 95,069 shares — an estimated $1.34M sold.

Eagle Asset Management first reported a position in UBS in Q4 2020 and held it in 1 quarter. The position peaked at $1.34M in Q4 2020. 346 funds tracked by Wall St. Rank hold UBS as of Q1 2021.

Eagle Asset Management reported no remaining UBS Group position as of Q1 2021 after selling out during the quarter.
Eagle Asset Management sold 95,069 UBS Group shares in Q1 2021, an estimated $1.34M.
Eagle Asset Management first reported a position in UBS Group in Q4 2020 and held it in 1 quarter.
Eagle Asset Management's UBS Group position peaked at $1.34M in Q4 2020.
346 funds tracked by Wall St. Rank held UBS Group as of Q1 2021.

Based on Eagle Asset Management's 13F filing for Q1 2021, filed 14 May 2021.