JWM
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Jackson Wealth Management’s UBS Group UBS Stock Holding History

Jackson Wealth Management’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
-151,529
Closed -$4.68M – 174
2024
Q3 		$4.68M Buy
151,529
+64,136
+73% +$1.93M 0.56% 47
2024
Q2 		$2.58M Sell
87,393
-62,228
-42% -$1.85M 0.55% 47
2024
Q1 		$4.6M Buy
149,621
+7,867
+6% +$232K 0.57% 44
2023
Q4 		$4.38M Buy
141,754
+1,367
+1% +$36K 0.58% 42
2023
Q3 		$3.46M Buy
140,387
+3,888
+3% +$90.8K 0.49% 45
2023
Q2 		$2.77M Buy
136,499
+3,377
+3% +$67.9K 0.41% 54
2023
Q1 		$2.84M Buy
+133,122
New +$2.78M 2.14% 6

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jackson Wealth Management's UBS Position: Q4 2024 in Review

Jackson Wealth Management sold out of UBS Group (UBS) in Q4 2024, closing a stake of 151,529 shares — an estimated $4.68M sold.

Jackson Wealth Management first reported a position in UBS in Q1 2023 and held it in 7 quarters. The position peaked at $4.68M in Q3 2024. 571 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

  • Jackson Wealth Management reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
  • Jackson Wealth Management sold 151,529 UBS Group shares in Q4 2024, an estimated $4.68M.
  • Jackson Wealth Management first reported a position in UBS Group in Q1 2023 and held it in 7 quarters.
  • Jackson Wealth Management's UBS Group position peaked at $4.68M in Q3 2024.
  • 571 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on Jackson Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.