LMR Partners’s UBS Group UBS Stock Holding History

LMR Partners’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
2025 Q4	–	Sell	-800,109	Closed	-$32.7M	–	1740
2025 Q3	$32.7M	Hold	800,109	–	–	0.14%	113
2025 Q2	$27.1M	Hold	800,109	–	–	0.19%	119
2025 Q1	$24.3M	Hold	800,109	–	–	0.23%	108
2024 Q4	$24.4M	Hold	800,109	–	–	0.21%	96
2024 Q3	$24.7M	Hold	800,109	–	–	0.2%	92
2024 Q2	$23.6M	Hold	800,109	–	–	0.2%	99
2024 Q1	$24.6M	Hold	800,109	–	–	0.25%	82
2023 Q4	$24.8M	Hold	800,109	–	–	0.28%	82
2023 Q3	$19.8M	Sell	800,109 -594,721	-43%	-$13.9M	0.22%	113
2023 Q2	$28.2M	Buy	+1,394,830	New	+$28M	0.31%	75

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LMR Partners's UBS Position: Q2 2024 in Review

LMR Partners sold out of UBS Group (UBS) in Q2 2024, closing a stake of 2,000 shares — an estimated $59.5K sold.

LMR Partners first reported a position in UBS in Q2 2016 and held it in 8 quarters. The position peaked at $32.7M in Q2 2018. 552 funds tracked by Wall St. Rank hold UBS as of Q2 2024.

LMR Partners reported no remaining UBS Group position as of Q2 2024 after selling out during the quarter.
LMR Partners sold 2,000 UBS Group shares in Q2 2024, an estimated $59.5K.
LMR Partners first reported a position in UBS Group in Q2 2016 and held it in 8 quarters.
LMR Partners's UBS Group position peaked at $32.7M in Q2 2018.
552 funds tracked by Wall St. Rank held UBS Group as of Q2 2024.

Based on LMR Partners's 13F filing for Q2 2024, filed 14 Aug 2024.