Ford Financial Group’s UBS Group UBS Stock Holding History

Ford Financial Group’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
2021 Q3	–	Sell	-117	Closed	-$1K	–	518
2021 Q2	$1K	Buy	+117	New	+$1.85K	﹤0.01%	537

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Ford Financial Group's UBS Position: Q3 2021 in Review

Ford Financial Group sold out of UBS Group (UBS) in Q3 2021, closing a stake of 117 shares — an estimated $1K sold.

Ford Financial Group first reported a position in UBS in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 357 funds tracked by Wall St. Rank hold UBS as of Q3 2021.

Ford Financial Group reported no remaining UBS Group position as of Q3 2021 after selling out during the quarter.
Ford Financial Group sold 117 UBS Group shares in Q3 2021, an estimated $1K.
Ford Financial Group first reported a position in UBS Group in Q2 2021 and held it in 1 quarter.
Ford Financial Group's UBS Group position peaked at $1K in Q2 2021.
357 funds tracked by Wall St. Rank held UBS Group as of Q3 2021.

Based on Ford Financial Group's 13F filing for Q3 2021, filed 5 Nov 2021.