J. Safra Sarasin Holding’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.6M | Sell |
1,766,535
-255,545
| -13% | -$8.62M | 1.03% | 30 |
|
|
2025
Q1 | $61.5M | Sell |
2,022,080
-1,935,848
| -49% | -$58.9M | 1.11% | 30 |
|
|
2024
Q4 | $121M | Buy |
3,957,928
+2,204,855
| +126% | +$67.5M | 2.05% | 7 |
|
|
2024
Q3 | $54.2M | Buy |
1,753,073
+1,015,595
| +138% | +$31.4M | 0.94% | 39 |
|
|
2024
Q2 | $21.7M | Buy |
+737,478
| New | +$21.7M | 0.4% | 72 |
|