Fidelity Investments’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64B | Sell |
48,588,330
-22,364,232
| -32% | -$757M | 0.09% | 174 |
|
|
2025
Q1 | $2.16B | Buy |
70,952,562
+15,418,942
| +28% | +$469M | 0.14% | 122 |
|
|
2024
Q4 | $1.7B | Buy |
55,533,620
+12,609,616
| +29% | +$385M | 0.1% | 156 |
|
|
2024
Q3 | $1.32B | Sell |
42,924,004
-6,405,399
| -13% | -$197M | 0.08% | 203 |
|
|
2024
Q2 | $1.45B | Sell |
49,329,403
-14,026,184
| -22% | -$413M | 0.09% | 164 |
|
|
2024
Q1 | $1.95B | Buy |
63,355,587
+2,816,224
| +5% | +$86.6M | 0.13% | 129 |
|
|
2023
Q4 | $1.88B | Buy |
60,539,363
+9,106,640
| +18% | +$282M | 0.14% | 112 |
|
|
2023
Q3 | $1.27B | Buy |
51,432,723
+14,104,407
| +38% | +$349M | 0.11% | 156 |
|
|
2023
Q2 | $756M | Buy |
37,328,316
+1,504,213
| +4% | +$30.5M | 0.06% | 281 |
|
|
2023
Q1 | $762M | Buy |
35,824,103
+12,907,622
| +56% | +$275M | 0.07% | 289 |
|
|
2022
Q4 | $428M | Sell |
22,916,481
-907,198
| -4% | -$16.9M | 0.04% | 447 |
|
|
2022
Q3 | $346M | Buy |
23,823,679
+493,767
| +2% | +$7.16M | 0.04% | 471 |
|
|
2022
Q2 | $378M | Buy |
23,329,912
+1,127,816
| +5% | +$18.3M | 0.04% | 467 |
|
|
2022
Q1 | $434M | Buy |
22,202,096
+182,734
| +0.8% | +$3.57M | 0.03% | 484 |
|
|
2021
Q4 | $394M | Buy |
22,019,362
+106,726
| +0.5% | +$1.91M | 0.03% | 540 |
|
|
2021
Q3 | $349M | Buy |
21,912,636
+909,776
| +4% | +$14.5M | 0.03% | 563 |
|
|
2021
Q2 | $322M | Sell |
21,002,860
-99,468
| -0.5% | -$1.53M | 0.03% | 626 |
|
|
2021
Q1 | $328M | Buy |
21,102,328
+979,444
| +5% | +$15.2M | 0.03% | 586 |
|
|
2020
Q4 | $284M | Buy |
20,122,884
+2,940,418
| +17% | +$41.5M | 0.03% | 602 |
|
|
2020
Q3 | $192M | Buy |
17,182,466
+1,352,192
| +9% | +$15.1M | 0.02% | 646 |
|
|
2020
Q2 | $183M | Buy |
15,830,274
+754,872
| +5% | +$8.71M | 0.02% | 639 |
|
|
2020
Q1 | $140M | Sell |
15,075,402
-1,575,267
| -9% | -$14.6M | 0.02% | 633 |
|
|
2019
Q4 | $209M | Sell |
16,650,669
-2,205,551
| -12% | -$27.7M | 0.02% | 631 |
|
|
2019
Q3 | $213M | Sell |
18,856,220
-19,752,661
| -51% | -$223M | 0.03% | 598 |
|
|
2019
Q2 | $458M | Buy |
38,608,881
+5,663,272
| +17% | +$67.2M | 0.05% | 349 |
|
|
2019
Q1 | $399M | Sell |
32,945,609
-9,762,845
| -23% | -$118M | 0.05% | 377 |
|
|
2018
Q4 | $530M | Buy |
42,708,454
+5,966,426
| +16% | +$74.1M | 0.07% | 264 |
|
|
2018
Q3 | $579M | Buy |
36,742,028
+1,544,547
| +4% | +$24.3M | 0.07% | 281 |
|
|
2018
Q2 | $543M | Sell |
35,197,481
-1,020,533
| -3% | -$15.7M | 0.06% | 298 |
|
|
2018
Q1 | $638M | Buy |
36,218,014
+1,875,018
| +5% | +$33M | 0.08% | 277 |
|
|
2017
Q4 | $632M | Sell |
34,342,996
-35,645
| -0.1% | -$656K | 0.07% | 287 |
|
|
2017
Q3 | $588M | Sell |
34,378,641
-436,027
| -1% | -$7.46M | 0.07% | 294 |
|
|
2017
Q2 | $590M | Sell |
34,814,668
-2,602,183
| -7% | -$44.1M | 0.07% | 279 |
|
|
2017
Q1 | $598M | Buy |
37,416,851
+1,731,136
| +5% | +$27.7M | 0.08% | 276 |
|
|
2016
Q4 | $559M | Buy |
35,685,715
+5,825,275
| +20% | +$91.3M | 0.07% | 286 |
|
|
2016
Q3 | $407M | Buy |
29,860,440
+519,170
| +2% | +$7.07M | 0.05% | 381 |
|
|
2016
Q2 | $381M | Buy |
29,341,270
+631,703
| +2% | +$8.19M | 0.05% | 399 |
|
|
2016
Q1 | $462M | Sell |
28,709,567
-14,014,642
| -33% | -$225M | 0.06% | 324 |
|
|
2015
Q4 | $828M | Sell |
42,724,209
-9,103,865
| -18% | -$177M | 0.11% | 180 |
|
|
2015
Q3 | $959M | Buy |
51,828,074
+1,510,259
| +3% | +$27.9M | 0.14% | 157 |
|
|
2015
Q2 | $1.07B | Sell |
50,317,815
-4,393,562
| -8% | -$93.2M | 0.14% | 159 |
|
|
2015
Q1 | $1.03B | Sell |
54,711,377
-10,203,264
| -16% | -$192M | 0.13% | 165 |
|
|
2014
Q4 | $1.11B | Buy |
+64,914,641
| New | +$1.11B | 0.14% | 151 |
|