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Ladenburg Thalmann Financial Services’s UBS Group UBS Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$424K Buy
33,575
+1,900
+6% +$22.6K ﹤0.01% 1949
2019
Q3 		$358K Sell
31,675
-447
-1% -$5.03K ﹤0.01% 2025
2019
Q2 		$382K Buy
32,122
+3,656
+13% +$44.8K ﹤0.01% 1959
2019
Q1 		$339K Buy
28,466
+1,122
+4% +$14.2K ﹤0.01% 1983
2018
Q4 		$340K Buy
27,344
+9,536
+54% +$129K ﹤0.01% 1820
2018
Q3 		$280K Sell
17,808
-5,632
-24% -$88.5K ﹤0.01% 2041
2018
Q2 		$414K Hold
23,440
– – ﹤0.01% 1688
2018
Q1 		$414K Buy
23,440
+3,631
+18% +$69K ﹤0.01% 1688
2017
Q4 		$364K Buy
19,809
+1,466
+8% +$25.5K ﹤0.01% 1767
2017
Q3 		$313K Sell
18,343
-483
-3% -$8.26K ﹤0.01% 1766
2017
Q2 		$320K Sell
18,826
-542
-3% -$8.81K ﹤0.01% 1695
2017
Q1 		$309K Buy
19,368
+586
+3% +$9.43K ﹤0.01% 1619
2016
Q4 		$292K Buy
18,782
+486
+3% +$7.32K ﹤0.01% 1576
2016
Q3 		$251K Buy
18,296
+2,656
+17% +$36.2K ﹤0.01% 1601
2016
Q2 		$202K Buy
15,640
+2,528
+19% +$38.6K ﹤0.01% 1679
2016
Q1 		$208K Sell
13,112
-883
-6% -$14.3K ﹤0.01% 1582
2015
Q4 		$270K Sell
13,995
-11
-0.1% -$215 0.01% 1375
2015
Q3 		$261K Buy
14,006
+396
+3% +$8.39K 0.01% 1307
2015
Q2 		$287K Sell
13,610
-224
-2% -$4.68K 0.01% 1360
2015
Q1 		$264K Buy
13,834
+2,052
+17% +$35.7K 0.01% 1390
2014
Q4 		$203K Buy
+11,782
New +$202K ﹤0.01% 1423

Other funds holding UBS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UBS Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its UBS Group (UBS) stake by 6% in Q4 2019, buying an estimated $22.6K and bringing the position to 33,575 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Ladenburg Thalmann Financial Services first reported a position in UBS in Q4 2014 and has held it in 21 quarters since. 299 funds tracked by Wall St. Rank hold UBS as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 33,575 shares of UBS Group worth $424K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,900 UBS Group shares in Q4 2019, an estimated $22.6K.
  • UBS Group made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1949 holding.
  • Ladenburg Thalmann Financial Services first reported a position in UBS Group in Q4 2014 and has held it in 21 quarters since.
  • 299 funds tracked by Wall St. Rank held UBS Group as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.