Fisher Asset Management’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98B | Buy |
58,424,089
+8,448,219
| +17% | +$286M | 0.78% | 37 |
|
|
2025
Q1 | $1.53B | Buy |
49,975,870
+45,938,949
| +1,138% | +$1.41B | 0.66% | 46 |
|
|
2024
Q4 | $122M | Buy |
4,036,921
+3,264,214
| +422% | +$99M | 0.05% | 152 |
|
|
2024
Q3 | $23.9M | Buy |
+772,707
| New | +$23.9M | 0.01% | 320 |
|
|
2023
Q4 | – | Sell |
-15,063
| Closed | -$371K | – | 1123 |
|
|
2023
Q3 | $371K | Buy |
15,063
+75
| +0.5% | +$1.85K | ﹤0.01% | 893 |
|
|
2023
Q2 | $304K | Buy |
14,988
+466
| +3% | +$9.45K | ﹤0.01% | 954 |
|
|
2023
Q1 | $310K | Sell |
14,522
-5,074
| -26% | -$108K | ﹤0.01% | 915 |
|
|
2022
Q4 | $366K | Sell |
19,596
-4,687
| -19% | -$87.5K | ﹤0.01% | 883 |
|
|
2022
Q3 | $352K | Sell |
24,283
-624
| -3% | -$9.05K | ﹤0.01% | 797 |
|
|
2022
Q2 | $404K | Sell |
24,907
-293
| -1% | -$4.75K | ﹤0.01% | 754 |
|
|
2022
Q1 | $492K | Buy |
25,200
+339
| +1% | +$6.62K | ﹤0.01% | 732 |
|
|
2021
Q4 | $444K | Sell |
24,861
-1,509
| -6% | -$27K | ﹤0.01% | 786 |
|
|
2021
Q3 | $420K | Sell |
26,370
-5,563
| -17% | -$88.6K | ﹤0.01% | 753 |
|
|
2021
Q2 | $490K | Buy |
31,933
+209
| +0.7% | +$3.21K | ﹤0.01% | 723 |
|
|
2021
Q1 | $493K | Sell |
31,724
-14,467
| -31% | -$225K | ﹤0.01% | 710 |
|
|
2020
Q4 | $653K | Sell |
46,191
-16,537
| -26% | -$234K | ﹤0.01% | 664 |
|
|
2020
Q3 | $699K | Sell |
62,728
-149,986
| -71% | -$1.67M | ﹤0.01% | 605 |
|
|
2020
Q2 | $2.46M | Sell |
212,714
-1,174,537
| -85% | -$13.6M | ﹤0.01% | 463 |
|
|
2020
Q1 | $12.8M | Sell |
1,387,251
-51,059,052
| -97% | -$473M | 0.02% | 279 |
|
|
2019
Q4 | $660M | Sell |
52,446,303
-44,692
| -0.1% | -$562K | 0.67% | 46 |
|
|
2019
Q3 | $594M | Buy |
52,490,995
+1,384,055
| +3% | +$15.7M | 0.65% | 50 |
|
|
2019
Q2 | $606M | Sell |
51,106,940
-297,767
| -0.6% | -$3.53M | 0.67% | 47 |
|
|
2019
Q1 | $623M | Buy |
51,404,707
+2,577,441
| +5% | +$31.2M | 0.73% | 41 |
|
|
2018
Q4 | $604M | Buy |
48,827,266
+773,209
| +2% | +$9.57M | 0.83% | 36 |
|
|
2018
Q3 | $756M | Buy |
48,054,057
+1,590,059
| +3% | +$25M | 0.92% | 26 |
|
|
2018
Q2 | $713M | Buy |
46,463,998
+2,071,414
| +5% | +$31.8M | 0.93% | 25 |
|
|
2018
Q1 | $784M | Buy |
44,392,584
+1,485,082
| +3% | +$26.2M | 1.04% | 19 |
|
|
2017
Q4 | $789M | Buy |
42,907,502
+1,604,297
| +4% | +$29.5M | 1.03% | 24 |
|
|
2017
Q3 | $708M | Buy |
41,303,205
+1,136,180
| +3% | +$19.5M | 0.99% | 25 |
|
|
2017
Q2 | $682M | Buy |
40,167,025
+2,639,249
| +7% | +$44.8M | 1.03% | 23 |
|
|
2017
Q1 | $599M | Buy |
37,527,776
+895,877
| +2% | +$14.3M | 0.96% | 31 |
|
|
2016
Q4 | $574M | Buy |
36,631,899
+1,605,791
| +5% | +$25.2M | 1% | 29 |
|
|
2016
Q3 | $477M | Buy |
35,026,108
+3,618,201
| +12% | +$49.3M | 0.85% | 37 |
|
|
2016
Q2 | $393M | Buy |
31,407,907
+1,128,110
| +4% | +$14.1M | 0.73% | 49 |
|
|
2016
Q1 | $484M | Buy |
30,279,797
+1,179,237
| +4% | +$18.8M | 0.92% | 37 |
|
|
2015
Q4 | $564M | Buy |
29,100,560
+1,449,490
| +5% | +$28.1M | 1.09% | 32 |
|
|
2015
Q3 | $512M | Buy |
27,651,070
+1,106,189
| +4% | +$20.5M | 1.07% | 31 |
|
|
2015
Q2 | $563M | Buy |
26,544,881
+1,036,709
| +4% | +$22M | 1.09% | 34 |
|
|
2015
Q1 | $479M | Buy |
25,508,172
+786,716
| +3% | +$14.8M | 0.96% | 39 |
|
|
2014
Q4 | $422M | Buy |
+24,721,456
| New | +$422M | 0.87% | 43 |
|