LGT Group Foundation’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.6M | Sell |
2,941,343
-339,663
| -10% | -$11.5M | 1.25% | 19 |
|
|
2025
Q1 | $99.7M | Buy |
3,281,006
+246,651
| +8% | +$7.5M | 1.37% | 17 |
|
|
2024
Q4 | $92.7M | Sell |
3,034,355
-1,326,268
| -30% | -$40.5M | 1.44% | 17 |
|
|
2024
Q3 | $133M | Buy |
4,360,623
+930,892
| +27% | +$28.4M | 2.18% | 10 |
|
|
2024
Q2 | $101M | Buy |
3,429,731
+594,347
| +21% | +$17.6M | 1.6% | 13 |
|
|
2024
Q1 | $87.1M | Buy |
2,835,384
+2,506,817
| +763% | +$77M | 2.06% | 12 |
|
|
2023
Q4 | $10.1M | Sell |
328,567
-75,544
| -19% | -$2.33M | 0.22% | 98 |
|
|
2023
Q3 | $9.9M | Sell |
404,111
-157,078
| -28% | -$3.85M | 0.24% | 89 |
|
|
2023
Q2 | $11.3M | Buy |
561,189
+171,758
| +44% | +$3.47M | 0.27% | 89 |
|
|
2023
Q1 | $8.21M | Sell |
389,431
-283,452
| -42% | -$5.98M | 0.24% | 99 |
|
|
2022
Q4 | $12.5M | Buy |
672,883
+36,359
| +6% | +$677K | 0.39% | 71 |
|
|
2022
Q3 | $9.34M | Buy |
636,524
+26,100
| +4% | +$383K | 0.36% | 66 |
|
|
2022
Q2 | $9.84M | Buy |
610,424
+31,542
| +5% | +$508K | 0.3% | 83 |
|
|
2022
Q1 | $11.4M | Sell |
578,882
-170,230
| -23% | -$3.36M | 0.27% | 85 |
|
|
2021
Q4 | $13.5M | Buy |
+749,112
| New | +$13.5M | 0.35% | 73 |
|