Flossbach Von Storch
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Flossbach Von Storch’s UBS Group UBS Stock Holding History

Flossbach Von Storch’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
2020
Q1 		– Sell
-38,715
Closed -$489K – 113
2019
Q4 		$489K Sell
38,715
-1,861,285
-98% -$22.1M ﹤0.01% 99
2019
Q3 		$21.6M Sell
1,900,000
-50,330
-3% -$567K 0.17% 45
2019
Q2 		$23.1M Sell
1,950,330
-10,230,600
-84% -$125M 0.2% 42
2019
Q1 		$148M Buy
12,180,930
+164,080
+1% +$2.08M 1.36% 18
2018
Q4 		$150M Buy
12,016,850
+25,000
+0.2% +$339K 1.43% 16
2018
Q3 		$190M Buy
11,991,850
+236,000
+2% +$3.71M 1.73% 14
2018
Q2 		$182M Buy
11,755,850
+15,250
+0.1% +$248K 1.78% 17
2018
Q1 		$207M Buy
+11,740,600
New +$223M 2.12% 14

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Flossbach Von Storch's UBS Position: Q1 2020 in Review

Flossbach Von Storch sold out of UBS Group (UBS) in Q1 2020, closing a stake of 38,715 shares — an estimated $489K sold.

Flossbach Von Storch first reported a position in UBS in Q1 2018 and held it in 8 quarters. The position peaked at $207M in Q1 2018. 300 funds tracked by Wall St. Rank hold UBS as of Q1 2020.

  • Flossbach Von Storch reported no remaining UBS Group position as of Q1 2020 after selling out during the quarter.
  • Flossbach Von Storch sold 38,715 UBS Group shares in Q1 2020, an estimated $489K.
  • Flossbach Von Storch first reported a position in UBS Group in Q1 2018 and held it in 8 quarters.
  • Flossbach Von Storch's UBS Group position peaked at $207M in Q1 2018.
  • 300 funds tracked by Wall St. Rank held UBS Group as of Q1 2020.

Based on Flossbach Von Storch's 13F filing for Q1 2020, filed 11 May 2020.