FA
UBS icon

FMA Advisory’s UBS Group UBS Stock Holding History

FMA Advisory’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
2015
Q2 		$95K Buy
+4,485
New +$93.7K 0.06% 149

Other funds holding UBS

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

FMA Advisory's UBS Position: Q2 2015 in Review

FMA Advisory opened a new position in UBS Group (UBS) in Q2 2015: 4,485 shares worth $95K. The stake represents 0.06% of the portfolio and ranks #149 among its holdings.

203 funds tracked by Wall St. Rank hold UBS as of Q2 2015.

  • FMA Advisory held 4,485 shares of UBS Group worth $95K as of Q2 2015.
  • UBS Group was a new FMA Advisory position in Q2 2015.
  • UBS Group made up 0.06% of FMA Advisory's portfolio in Q2 2015, its #149 holding.
  • 203 funds tracked by Wall St. Rank held UBS Group as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.