JWM
UBS icon

Jupiter Wealth Management’s UBS Group UBS Stock Holding History

Jupiter 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
2020
Q1 		– Sell
-50,000
Closed -$657K – 93
2019
Q4 		$657K Buy
50,000
+30,000
+150% +$357K 0.32% 46
2019
Q3 		$226K Buy
+20,000
New +$225K 0.12% 71

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Jupiter Wealth Management's UBS Position: Q1 2020 in Review

Jupiter Wealth Management sold out of UBS Group (UBS) in Q1 2020, closing a stake of 50,000 shares — an estimated $657K sold.

Jupiter Wealth Management first reported a position in UBS in Q3 2019 and held it in 2 quarters. The position peaked at $657K in Q4 2019. 300 funds tracked by Wall St. Rank hold UBS as of Q1 2020.

  • Jupiter Wealth Management reported no remaining UBS Group position as of Q1 2020 after selling out during the quarter.
  • Jupiter Wealth Management sold 50,000 UBS Group shares in Q1 2020, an estimated $657K.
  • Jupiter Wealth Management first reported a position in UBS Group in Q3 2019 and held it in 2 quarters.
  • Jupiter Wealth Management's UBS Group position peaked at $657K in Q4 2019.
  • 300 funds tracked by Wall St. Rank held UBS Group as of Q1 2020.

Based on Jupiter Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.