Founders Financial Alliance’s UBS Group UBS Stock Holding History

Founders Financial Alliance’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 Q4	–	Sell	-1,117	Closed	-$12K	–	1196
2020 Q3	$12K	Buy	+1,117	New	+$13.4K	0.01%	724

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Founders Financial Alliance's UBS Position: Q4 2020 in Review

Founders Financial Alliance sold out of UBS Group (UBS) in Q4 2020, closing a stake of 1,117 shares — an estimated $12K sold.

Founders Financial Alliance first reported a position in UBS in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 345 funds tracked by Wall St. Rank hold UBS as of Q4 2020.

Founders Financial Alliance reported no remaining UBS Group position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 1,117 UBS Group shares in Q4 2020, an estimated $12K.
Founders Financial Alliance first reported a position in UBS Group in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's UBS Group position peaked at $12K in Q3 2020.
345 funds tracked by Wall St. Rank held UBS Group as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.