Fisher Asset Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98B | Buy |
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|
2025
Q1 | $1.53B | Buy |
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|
2024
Q4 | $122M | Buy |
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|
2024
Q3 | $23.9M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $371K | Buy |
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|
2023
Q2 | $304K | Buy |
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|
2023
Q1 | $310K | Sell |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $352K | Sell |
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|
2022
Q2 | $404K | Sell |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $444K | Sell |
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|
2021
Q3 | $420K | Sell |
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|
2021
Q2 | $490K | Buy |
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|
2021
Q1 | $493K | Sell |
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|
2020
Q4 | $653K | Sell |
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|
2020
Q3 | $699K | Sell |
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|
2020
Q2 | $2.46M | Sell |
|
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|
2020
Q1 | $12.8M | Sell |
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|
2019
Q4 | $660M | Sell |
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|
2019
Q3 | $594M | Buy |
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|
2019
Q2 | $606M | Sell |
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|
2019
Q1 | $623M | Buy |
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|
2018
Q4 | $604M | Buy |
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|
2018
Q3 | $756M | Buy |
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|
2018
Q2 | $713M | Buy |
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|
2018
Q1 | $784M | Buy |
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|
2017
Q4 | $789M | Buy |
|
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|
2017
Q3 | $708M | Buy |
|
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|
2017
Q2 | $682M | Buy |
|
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|
2017
Q1 | $599M | Buy |
|
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|
2016
Q4 | $574M | Buy |
|
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|
2016
Q3 | $477M | Buy |
|
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|
2016
Q2 | $393M | Buy |
|
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|
2016
Q1 | $484M | Buy |
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|
2015
Q4 | $564M | Buy |
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|
2015
Q3 | $512M | Buy |
|
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|
2015
Q2 | $563M | Buy |
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|
2015
Q1 | $479M | Buy |
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|
2014
Q4 | $422M | Buy |
|