Franklin Resources’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6M | Sell |
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|
2025
Q1 | $68.1M | Buy |
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|
2024
Q4 | $54.8M | Buy |
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|
2024
Q3 | $43.9M | Sell |
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|
2024
Q2 | $45.2M | Sell |
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|
2024
Q1 | $54.9M | Buy |
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|
2023
Q4 | $26.1M | Buy |
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|
2023
Q3 | $11.7M | Sell |
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|
2023
Q2 | $11.8M | Sell |
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|
2023
Q1 | $15.5M | Sell |
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|
2022
Q4 | $17.2M | Sell |
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|
2022
Q3 | $17.8M | Sell |
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|
2022
Q2 | $20.6M | Sell |
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|
2022
Q1 | $37.2M | Buy |
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|
2021
Q4 | $30.8M | Buy |
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|
2021
Q3 | $26.1M | Sell |
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|
2021
Q2 | $32.2M | Buy |
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|
2021
Q1 | $32M | Sell |
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|
2020
Q4 | $44.3M | Sell |
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|
2020
Q3 | $36.3M | Buy |
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|
2020
Q2 | $28.1M | Sell |
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|
2020
Q1 | $33M | Sell |
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|
2019
Q4 | $183M | Sell |
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|
2019
Q3 | $326M | Sell |
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|
2019
Q2 | $428M | Sell |
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|
2019
Q1 | $914M | Sell |
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|
2018
Q4 | $940M | Sell |
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|
2018
Q3 | $1.24B | Buy |
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|
2018
Q2 | $1.09B | Buy |
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|
2018
Q1 | $1.19B | Buy |
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|
2017
Q4 | $1.2B | Buy |
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|
2017
Q3 | $1.07B | Buy |
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|
2017
Q2 | $981M | Buy |
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|
2017
Q1 | $765M | Buy |
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|
2016
Q4 | $723M | Sell |
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|
2016
Q3 | $648M | Buy |
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|
2016
Q2 | $428M | Buy |
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|
2016
Q1 | $75.7M | Sell |
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|
2015
Q4 | $121M | Sell |
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|
2015
Q3 | $277M | Sell |
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|
2015
Q2 | $320M | Sell |
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|
2015
Q1 | $291M | Buy |
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|
2014
Q4 | $112M | Buy |
|