Liberty Mutual Group Asset Management’s UBS Group UBS Stock Holding History

Liberty Mutual Group Asset 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	-31,390	Closed	-$396K	–	16
2019 Q4	$396K	Buy	+31,390	New	+$373K	0.03%	11
2018 Q2	–	Sell	-34,726	Closed	-$609K	–	985
2018 Q1	$609K	Sell	34,726 -18,210	-34%	-$346K	0.02%	622
2017 Q4	$975K	Sell	52,936 -45,400	-46%	-$789K	0.03%	469
2017 Q3	$1.68M	Sell	98,336 -119,040	-55%	-$2.04M	0.09%	224
2017 Q2	$3.69M	Buy	217,376 +69,810	+47%	+$1.13M	0.15%	115
2017 Q1	$2.36M	Buy	147,566 +35,940	+32%	+$578K	0.09%	266
2016 Q4	$1.75M	Buy	111,626 +68,886	+161%	+$1.04M	0.06%	413
2016 Q3	$583K	Buy	+42,740	New	+$582K	0.02%	853
2016 Q1	–	Sell	-14,390	Closed	-$281K	–	1015
2015 Q4	$281K	Sell	14,390 -64,560	-82%	-$1.26M	0.01%	943
2015 Q3	$1.46M	Buy	78,950 +30,380	+63%	+$644K	0.06%	646
2015 Q2	$1.03M	Buy	+48,570	New	+$1.01M	0.04%	892

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Liberty Mutual Group Asset Management's UBS Position: Q1 2020 in Review

Liberty Mutual Group Asset Management sold out of UBS Group (UBS) in Q1 2020, closing a stake of 31,390 shares — an estimated $396K sold.

Liberty Mutual Group Asset Management first reported a position in UBS in Q2 2015 and held it in 11 quarters. The position peaked at $3.69M in Q2 2017. 301 funds tracked by Wall St. Rank hold UBS as of Q1 2020.

Liberty Mutual Group Asset Management reported no remaining UBS Group position as of Q1 2020 after selling out during the quarter.
Liberty Mutual Group Asset Management sold 31,390 UBS Group shares in Q1 2020, an estimated $396K.
Liberty Mutual Group Asset Management first reported a position in UBS Group in Q2 2015 and held it in 11 quarters.
Liberty Mutual Group Asset Management's UBS Group position peaked at $3.69M in Q2 2017.
301 funds tracked by Wall St. Rank held UBS Group as of Q1 2020.

Based on Liberty Mutual Group Asset Management's 13F filing for Q1 2020, filed 6 May 2020.