Moody National Bank Trust Division’s UBS Group UBS Stock Holding History

Moody National Bank Trust Division’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 Q4	–	Sell	-31,264	Closed	-$499K	–	412
2021 Q3	$499K	Buy	31,264 +30	+0.1%	+$486	0.01%	323
2021 Q2	$479K	Sell	31,234 -29	-0.1%	-$458	0.01%	319
2021 Q1	$485K	Buy	31,263 +628	+2%	+$9.65K	0.01%	318
2020 Q4	$433K	Buy	30,635 +328	+1%	+$4.34K	0.01%	308
2020 Q3	$338K	Buy	30,307 +2,420	+9%	+$29K	0.01%	310
2020 Q2	$322K	Buy	27,887 +570	+2%	+$5.87K	0.01%	309
2020 Q1	$253K	Sell	27,317 -1,205	-4%	-$13.9K	0.01%	305
2019 Q4	$359K	Hold	28,522	–	–	0.01%	298
2019 Q3	$323K	Buy	28,522 +358	+1%	+$4.03K	0.01%	308
2019 Q2	$334K	Buy	28,164 +1,044	+4%	+$12.8K	0.01%	310
2019 Q1	$328K	Sell	27,120 -785	-3%	-$9.94K	0.01%	308
2018 Q4	$345K	Buy	27,905 +785	+3%	+$10.6K	0.01%	294
2018 Q3	$427K	Buy	+27,120	New	+$426K	0.01%	280

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Moody National Bank Trust Division's UBS Position: Q4 2021 in Review

Moody National Bank Trust Division sold out of UBS Group (UBS) in Q4 2021, closing a stake of 31,264 shares — an estimated $499K sold.

Moody National Bank Trust Division first reported a position in UBS in Q3 2018 and held it in 13 quarters. The position peaked at $499K in Q3 2021. 368 funds tracked by Wall St. Rank hold UBS as of Q4 2021.

Moody National Bank Trust Division reported no remaining UBS Group position as of Q4 2021 after selling out during the quarter.
Moody National Bank Trust Division sold 31,264 UBS Group shares in Q4 2021, an estimated $499K.
Moody National Bank Trust Division first reported a position in UBS Group in Q3 2018 and held it in 13 quarters.
Moody National Bank Trust Division's UBS Group position peaked at $499K in Q3 2021.
368 funds tracked by Wall St. Rank held UBS Group as of Q4 2021.

Based on Moody National Bank Trust Division's 13F filing for Q4 2021, filed 13 Jan 2022.