Edmond de Rothschild (Monaco)’s UBS Group UBS Stock Holding History

Edmond de Rothschild (Monaco)’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
2016 Q3	$154K	Buy	+11,380	New	+$155K	0.13%	45

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Edmond de Rothschild (Monaco)'s UBS Position: Q3 2016 in Review

Edmond de Rothschild (Monaco) opened a new position in UBS Group (UBS) in Q3 2016: 11,380 shares worth $154K. The stake represents 0.13% of the portfolio and ranks #45 among its holdings.

223 funds tracked by Wall St. Rank hold UBS as of Q3 2016.

Edmond de Rothschild (Monaco) held 11,380 shares of UBS Group worth $154K as of Q3 2016.
UBS Group was a new Edmond de Rothschild (Monaco) position in Q3 2016.
UBS Group made up 0.13% of Edmond de Rothschild (Monaco)'s portfolio in Q3 2016, its #45 holding.
223 funds tracked by Wall St. Rank held UBS Group as of Q3 2016.

Based on Edmond de Rothschild (Monaco)'s 13F filing for Q3 2016, filed 21 Nov 2016.