Marshall Wace North America’s UBS Group UBS Stock Holding History

Marshall Wace North America’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
2021 Q3	$10.2M	Buy	638,803 +108,714	+21%	+$1.76M	0.04%	353
2021 Q2	$8.13M	Buy	+530,089	New	+$8.37M	0.03%	415

Other funds holding UBS

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Marshall Wace North America's UBS Position: Q3 2021 in Review

Marshall Wace North America increased its UBS Group (UBS) stake by 21% in Q3 2021, buying an estimated $1.76M and bringing the position to 638,803 shares worth $10.2M. The position accounts for 0.04% of the portfolio, ranked #353.

Marshall Wace North America first reported a position in UBS in Q2 2021 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold UBS as of Q3 2021.

Marshall Wace North America held 638,803 shares of UBS Group worth $10.2M as of Q3 2021.
Marshall Wace North America bought 108,714 UBS Group shares in Q3 2021, an estimated $1.76M.
UBS Group made up 0.04% of Marshall Wace North America's portfolio in Q3 2021, its #353 holding.
Marshall Wace North America first reported a position in UBS Group in Q2 2021 and has held it in 2 quarters since.
358 funds tracked by Wall St. Rank held UBS Group as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.