Massachusetts Financial Services’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.6B | Sell |
65,542,061
-3,080,379
| -4% | -$132M | 0.87% | 19 |
|
|
2025
Q4 | $3.18B | Sell |
68,622,440
-8,731,150
| -11% | -$353M | 1.03% | 11 |
|
|
2025
Q3 | $3.17B | Buy |
77,353,590
+13,417,945
| +21% | +$521M | 0.98% | 11 |
|
|
2025
Q2 | $2.16B | Sell |
63,935,645
-10,485,383
| -14% | -$324M | 0.69% | 25 |
|
|
2025
Q1 | $2.28B | Sell |
74,421,028
-6,790,507
| -8% | -$226M | 0.76% | 23 |
|
|
2024
Q4 | $2.46B | Sell |
81,211,535
-10,039,061
| -11% | -$318M | 0.78% | 22 |
|
|
2024
Q3 | $2.82B | Sell |
91,250,596
-6,872,714
| -7% | -$207M | 0.84% | 17 |
|
|
2024
Q2 | $2.9B | Sell |
98,123,310
-2,437,646
| -2% | -$72.5M | 0.89% | 19 |
|
|
2024
Q1 | $3.09B | Sell |
100,560,956
-1,088,616
| -1% | -$32.2M | 0.92% | 19 |
|
|
2023
Q4 | $3.14B | Sell |
101,649,572
-7,226,704
| -7% | -$190M | 1.02% | 18 |
|
|
2023
Q3 | $2.68B | Sell |
108,876,276
-3,545,889
| -3% | -$82.8M | 0.94% | 19 |
|
|
2023
Q2 | $2.28B | Buy |
112,422,165
+601,858
| +0.5% | +$12.1M | 0.75% | 27 |
|
|
2023
Q1 | $2.39B | Sell |
111,820,307
-20,239,302
| -15% | -$422M | 0.82% | 23 |
|
|
2022
Q4 | $2.47B | Buy |
132,059,609
+1,258,049
| +1% | +$21.4M | 0.86% | 25 |
|
|
2022
Q3 | $1.9B | Sell |
130,801,560
-6,015,321
| -4% | -$96.3M | 0.71% | 35 |
|
|
2022
Q2 | $2.22B | Sell |
136,816,881
-6,716,573
| -5% | -$118M | 0.77% | 32 |
|
|
2022
Q1 | $2.8B | Buy |
143,533,454
+6,510,874
| +5% | +$123M | 0.83% | 26 |
|
|
2021
Q4 | $2.45B | Buy |
137,022,580
+5,765,285
| +4% | +$101M | 0.67% | 36 |
|
|
2021
Q3 | $2.09B | Sell |
131,257,295
-3,353,477
| -2% | -$54.3M | 0.61% | 42 |
|
|
2021
Q2 | $2.06B | Buy |
134,610,772
+3,117,157
| +2% | +$49.2M | 0.6% | 44 |
|
|
2021
Q1 | $2.04B | Sell |
131,493,615
-115,041
| -0.1% | -$1.77M | 0.63% | 40 |
|
|
2020
Q4 | $1.86B | Sell |
131,608,656
-7,929,912
| -6% | -$105M | 0.6% | 39 |
|
|
2020
Q3 | $1.56B | Buy |
139,538,568
+2,290,232
| +2% | +$27.5M | 0.56% | 45 |
|
|
2020
Q2 | $1.58B | Sell |
137,248,336
-1,309,041
| -0.9% | -$13.5M | 0.63% | 41 |
|
|
2020
Q1 | $1.28B | Buy |
138,557,377
+857,941
| +0.6% | +$9.89M | 0.61% | 41 |
|
|
2019
Q4 | $1.73B | Sell |
137,699,436
-24,246,297
| -15% | -$288M | 0.65% | 43 |
|
|
2019
Q3 | $1.83B | Buy |
161,945,733
+3,601,407
| +2% | +$40.5M | 0.74% | 37 |
|
|
2019
Q2 | $1.88B | Buy |
158,344,326
+529,731
| +0.3% | +$6.49M | 0.76% | 33 |
|
|
2019
Q1 | $1.91B | Sell |
157,814,595
-3,093,273
| -2% | -$39.2M | 0.81% | 33 |
|
|
2018
Q4 | $1.99B | Buy |
160,907,868
+2,785,445
| +2% | +$37.8M | 0.96% | 24 |
|
|
2018
Q3 | $2.49B | Sell |
158,122,423
-1,492,178
| -0.9% | -$23.5M | 1.02% | 21 |
|
|
2018
Q2 | $2.45B | Buy |
159,614,601
+3,350,959
| +2% | +$54.5M | 1.05% | 18 |
|
|
2018
Q1 | $2.76B | Sell |
156,263,642
-3,792,644
| -2% | -$72.1M | 1.18% | 13 |
|
|
2017
Q4 | $2.94B | Buy |
160,056,286
+253,290
| +0.2% | +$4.4M | 1.23% | 12 |
|
|
2017
Q3 | $2.74B | Sell |
159,802,996
-406,996
| -0.3% | -$6.96M | 1.19% | 13 |
|
|
2017
Q2 | $2.72B | Buy |
160,209,992
+159,890,342
| +50,020% | +$2.6B | 1.21% | 14 |
|
|
2017
Q1 | $5.1M | Sell |
319,650
-2,625
| -0.8% | -$42.2K | ﹤0.01% | 657 |
|
|
2016
Q4 | $5.05M | Sell |
322,275
-35,541
| -10% | -$535K | ﹤0.01% | 663 |
|
|
2016
Q3 | $4.87M | Buy |
357,816
+28,117
| +9% | +$383K | ﹤0.01% | 651 |
|
|
2016
Q2 | $4.27M | Sell |
329,699
-2,824
| -0.8% | -$43.2K | ﹤0.01% | 657 |
|
|
2016
Q1 | $5.33M | Sell |
332,523
-17,197
| -5% | -$279K | ﹤0.01% | 636 |
|
|
2015
Q4 | $6.77M | Buy |
349,720
+19,751
| +6% | +$385K | ﹤0.01% | 621 |
|
|
2015
Q3 | $6.11M | Buy |
329,969
+1,470
| +0.4% | +$31.1K | ﹤0.01% | 644 |
|
|
2015
Q2 | $6.96M | Buy |
328,499
+6,206
| +2% | +$130K | ﹤0.01% | 639 |
|
|
2015
Q1 | $6.05M | Buy |
322,293
+17,243
| +6% | +$300K | ﹤0.01% | 653 |
|
|
2014
Q4 | $5.2M | Buy |
+305,050
| New | +$5.23M | ﹤0.01% | 666 |
|
Other funds holding UBS
VCM
CCI
