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Kapitalo Investimentos’s UBS Group UBS Stock Holding History

Kapitalo Investimentos’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
-8,220
Closed -$175K – 701
2023
Q1 		$175K Buy
8,220
+3,820
+87% +$79.7K 0.06% 181
2022
Q4 		$82.1K Buy
+4,400
New +$74.8K 0.06% 96

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
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

Kapitalo Investimentos's UBS Position: Q2 2023 in Review

Kapitalo Investimentos sold out of UBS Group (UBS) in Q2 2023, closing a stake of 8,220 shares — an estimated $175K sold.

Kapitalo Investimentos first reported a position in UBS in Q4 2022 and held it in 2 quarters. The position peaked at $175K in Q1 2023. 457 funds tracked by Wall St. Rank hold UBS as of Q2 2023.

  • Kapitalo Investimentos reported no remaining UBS Group position as of Q2 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 8,220 UBS Group shares in Q2 2023, an estimated $175K.
  • Kapitalo Investimentos first reported a position in UBS Group in Q4 2022 and held it in 2 quarters.
  • Kapitalo Investimentos's UBS Group position peaked at $175K in Q1 2023.
  • 457 funds tracked by Wall St. Rank held UBS Group as of Q2 2023.

Based on Kapitalo Investimentos's 13F filing for Q2 2023, filed 29 Mar 2024.