Invesco’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 | $55.3M | Sell |
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|
2025
Q1 | $60.9M | Sell |
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|
2024
Q4 | $72.9M | Buy |
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|
2024
Q3 | $62M | Sell |
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|
2024
Q2 | $60.6M | Buy |
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|
2024
Q1 | $55.3M | Sell |
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|
2023
Q4 | $61M | Buy |
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|
2023
Q3 | $45.2M | Buy |
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|
2023
Q2 | $34.3M | Sell |
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|
2023
Q1 | $65.5M | Sell |
|
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|
2022
Q4 | $68.5M | Sell |
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|
2022
Q3 | $67.1M | Sell |
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|
2022
Q2 | $94.8M | Sell |
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|
2022
Q1 | $118M | Sell |
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|
2021
Q4 | $125M | Buy |
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|
2021
Q3 | $87M | Sell |
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|
2021
Q2 | $85.1M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $88.2M | Sell |
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|
2019
Q3 | $199M | Sell |
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|
2019
Q2 | $464M | Buy |
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|
2019
Q1 | $248M | Sell |
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|
2018
Q4 | $296M | Sell |
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|
2018
Q3 | $417M | Sell |
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|
2018
Q2 | $454M | Sell |
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|
2018
Q1 | $574M | Sell |
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|
2017
Q4 | $614M | Buy |
|
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|
2017
Q3 | $523M | Sell |
|
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|
2017
Q2 | $697M | Buy |
|
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|
2017
Q1 | $583M | Sell |
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|
2016
Q4 | $658M | Buy |
|
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|
2016
Q3 | $570M | Sell |
|
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|
2016
Q2 | $564M | Sell |
|
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|
2016
Q1 | $735M | Buy |
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|
2015
Q4 | $829M | Buy |
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|
2015
Q3 | $760M | Buy |
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|
2015
Q2 | $843M | Buy |
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|
2015
Q1 | $707M | Buy |
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|
2014
Q4 | $599M | Buy |
|