James Investment Research’s UBS Group UBS Stock Holding History

James Investment Research’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
2023 Q2	–	Sell	-100	Closed	-$2K	–	517
2023 Q1	$2K	Hold	100	–	–	﹤0.01%	546
2022 Q4	$2K	Buy	+100	New	+$1.7K	﹤0.01%	543

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

James Investment Research's UBS Position: Q2 2023 in Review

James Investment Research sold out of UBS Group (UBS) in Q2 2023, closing a stake of 100 shares — an estimated $2K sold.

James Investment Research first reported a position in UBS in Q4 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2023. 457 funds tracked by Wall St. Rank hold UBS as of Q2 2023.

James Investment Research reported no remaining UBS Group position as of Q2 2023 after selling out during the quarter.
James Investment Research sold 100 UBS Group shares in Q2 2023, an estimated $2K.
James Investment Research first reported a position in UBS Group in Q4 2022 and held it in 2 quarters.
James Investment Research's UBS Group position peaked at $2K in Q1 2023.
457 funds tracked by Wall St. Rank held UBS Group as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.