MFA Wealth Advisors’s UBS Group UBS Stock Holding History

MFA Wealth Advisors’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
2024 Q4	–	Sell	-99	Closed	-$3.06K	–	367
2024 Q3	$3.06K	Hold	99	–	–	﹤0.01%	419
2024 Q2	$2.92K	Buy	+99	New	+$2.94K	﹤0.01%	428

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

CCI

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

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

MFA Wealth Advisors's UBS Position: Q4 2024 in Review

MFA Wealth Advisors sold out of UBS Group (UBS) in Q4 2024, closing a stake of 99 shares — an estimated $3.06K sold.

MFA Wealth Advisors first reported a position in UBS in Q2 2024 and held it in 2 quarters. The position peaked at $3.06K in Q3 2024. 571 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

MFA Wealth Advisors reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 99 UBS Group shares in Q4 2024, an estimated $3.06K.
MFA Wealth Advisors first reported a position in UBS Group in Q2 2024 and held it in 2 quarters.
MFA Wealth Advisors's UBS Group position peaked at $3.06K in Q3 2024.
571 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.