Householder Group Estate & Retirement Specialist’s UBS Group UBS Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-867	Closed	-$26K	–	1174
2024 Q3	$26K	Buy	867 +2	+0.2%	+$60	0.01%	625
2024 Q2	$25K	Buy	865 +107	+14%	+$3.18K	0.01%	635
2024 Q1	$23.3K	Hold	758	–	–	0.01%	649
2023 Q4	$23K	Sell	758 -100	-12%	-$2.63K	0.01%	618
2023 Q3	$21.1K	Buy	+858	New	+$20K	0.01%	630
2023 Q1	$20K	Buy	958 +800	+506%	+$16.7K	0.01%	638
2022 Q4	$2K	Buy	+158	New	+$2.69K	﹤0.01%	322

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's UBS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of UBS Group (UBS) in Q4 2024, closing a stake of 867 shares — an estimated $26K sold.

Householder Group Estate & Retirement Specialist first reported a position in UBS in Q4 2022 and held it in 7 quarters. The position peaked at $26K in Q3 2024. 572 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 867 UBS Group shares in Q4 2024, an estimated $26K.
Householder Group Estate & Retirement Specialist first reported a position in UBS Group in Q4 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's UBS Group position peaked at $26K in Q3 2024.
572 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.