Liontrust Investment Partners’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 | $71.8M | Buy |
+2,128,894
| New | +$71.8M | 1.03% | 41 |
|
|
2025
Q1 | – | Sell |
-2,615,450
| Closed | -$80M | – | 267 |
|
|
2024
Q4 | $80M | Buy |
2,615,450
+77,723
| +3% | +$2.38M | 1.16% | 36 |
|
|
2024
Q3 | $74.7M | Hold |
2,537,727
| – | – | 1.06% | 37 |
|
|
2024
Q2 | $74.7M | Buy |
2,537,727
+142,982
| +6% | +$4.21M | 1.06% | 37 |
|
|
2024
Q1 | $66.4M | Buy |
+2,394,745
| New | +$66.4M | 0.93% | 39 |
|