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FNY Investment Advisers’s UBS Group UBS Stock Holding History

FNY Investment Advisers’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
2024
Q1 		– Sell
-1
Closed – – 854
2023
Q4 		$0 Hold
1
– – ﹤0.01% 776
2023
Q3 		$0 Hold
1
– – ﹤0.01% 759
2023
Q2 		$0 Buy
+1
New +$20 ﹤0.01% 705
2022
Q4 		– Sell
-125,000
Closed -$1.81M – 752
2022
Q3 		$1.81M Buy
+125,000
New +$2M 1.26% 18
2020
Q3 		– Sell
-24,500
Closed -$282K – 611
2020
Q2 		$282K Buy
+24,500
New +$252K 0.16% 117
2019
Q4 		– Sell
-60,710
Closed -$686K – 1081
2019
Q3 		$686K Buy
+60,710
New +$683K 0.21% 67
2019
Q2 		– Sell
-200,000
Closed -$2.42M – 1141
2019
Q1 		$2.42M Buy
+200,000
New +$2.53M 0.83% 21
2018
Q4 		– Sell
-33,200
Closed -$522K – 1026
2018
Q3 		$522K Buy
+33,200
New +$522K 0.12% 94

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FNY Investment Advisers's UBS Position: Q1 2024 in Review

FNY Investment Advisers sold out of UBS Group (UBS) in Q1 2024, closing a stake of 1 share.

FNY Investment Advisers first reported a position in UBS in Q3 2018 and held it in 8 quarters. The position peaked at $2.42M in Q1 2019. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

  • FNY Investment Advisers reported no remaining UBS Group position as of Q1 2024 after selling out during the quarter.
  • FNY Investment Advisers sold 1 UBS Group share in Q1 2024.
  • FNY Investment Advisers first reported a position in UBS Group in Q3 2018 and held it in 8 quarters.
  • FNY Investment Advisers's UBS Group position peaked at $2.42M in Q1 2019.
  • 537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

Based on FNY Investment Advisers's 13F filing for Q1 2024, filed 3 May 2024.