MilWealth Group’s UBS Group UBS Stock Holding History

MilWealth Group’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
2022 Q1	–	Sell	-94	Closed	-$1.68K	–	149
2021 Q4	$1.68K	Hold	94	–	–	﹤0.01%	140
2021 Q3	$1.5K	Buy	+94	New	+$1.52K	﹤0.01%	153

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

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

PAMS

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MilWealth Group's UBS Position: Q1 2022 in Review

MilWealth Group sold out of UBS Group (UBS) in Q1 2022, closing a stake of 94 shares — an estimated $1.68K sold.

MilWealth Group first reported a position in UBS in Q3 2021 and held it in 2 quarters. The position peaked at $1.68K in Q4 2021. 376 funds tracked by Wall St. Rank hold UBS as of Q1 2022.

MilWealth Group reported no remaining UBS Group position as of Q1 2022 after selling out during the quarter.
MilWealth Group sold 94 UBS Group shares in Q1 2022, an estimated $1.68K.
MilWealth Group first reported a position in UBS Group in Q3 2021 and held it in 2 quarters.
MilWealth Group's UBS Group position peaked at $1.68K in Q4 2021.
376 funds tracked by Wall St. Rank held UBS Group as of Q1 2022.

Based on MilWealth Group's 13F filing for Q1 2022, filed 9 May 2023.