Morgan Stanley’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260M | Sell |
7,702,163
-433,762
| -5% | -$14.7M | 0.02% | 737 |
|
|
2025
Q1 | $249M | Sell |
8,135,925
-1,909,551
| -19% | -$58.5M | 0.02% | 735 |
|
|
2024
Q4 | $305M | Buy |
10,045,476
+39,682
| +0.4% | +$1.2M | 0.02% | 652 |
|
|
2024
Q3 | $309M | Sell |
10,005,794
-3,846
| -0% | -$119K | 0.02% | 630 |
|
|
2024
Q2 | $296M | Sell |
10,009,640
-1,502,256
| -13% | -$44.4M | 0.02% | 634 |
|
|
2024
Q1 | $354M | Sell |
11,511,896
-12,913,630
| -53% | -$397M | 0.03% | 571 |
|
|
2023
Q4 | $755M | Buy |
24,425,526
+13,256,623
| +119% | +$410M | 0.03% | 513 |
|
|
2023
Q3 | $275M | Buy |
11,168,903
+389,244
| +4% | +$9.59M | 0.03% | 581 |
|
|
2023
Q2 | $219M | Buy |
10,779,659
+1,123,920
| +12% | +$22.8M | 0.02% | 682 |
|
|
2023
Q1 | $206M | Sell |
9,655,739
-26,588
| -0.3% | -$567K | 0.02% | 681 |
|
|
2022
Q4 | $181M | Buy |
9,682,327
+520,403
| +6% | +$9.72M | 0.02% | 721 |
|
|
2022
Q3 | $133M | Buy |
9,161,924
+381,989
| +4% | +$5.54M | 0.02% | 751 |
|
|
2022
Q2 | $142M | Buy |
8,779,935
+5,474,758
| +166% | +$88.8M | 0.02% | 739 |
|
|
2022
Q1 | $64.6M | Buy |
3,305,177
+113,559
| +4% | +$2.22M | 0.01% | 1123 |
|
|
2021
Q4 | $57M | Buy |
3,191,618
+156,288
| +5% | +$2.79M | 0.01% | 1247 |
|
|
2021
Q3 | $48.4M | Sell |
3,035,330
-58,739
| -2% | -$936K | 0.01% | 1317 |
|
|
2021
Q2 | $47.5M | Buy |
3,094,069
+209,870
| +7% | +$3.22M | 0.01% | 1345 |
|
|
2021
Q1 | $44.8M | Buy |
2,884,199
+33,650
| +1% | +$523K | 0.01% | 1247 |
|
|
2020
Q4 | $40.3M | Sell |
2,850,549
-186,220
| -6% | -$2.63M | 0.01% | 1245 |
|
|
2020
Q3 | $33.9M | Sell |
3,036,769
-190,881
| -6% | -$2.13M | 0.01% | 1121 |
|
|
2020
Q2 | $37.2M | Sell |
3,227,650
-518,474
| -14% | -$5.98M | 0.01% | 1012 |
|
|
2020
Q1 | $34.7M | Sell |
3,746,124
-102,549
| -3% | -$950K | 0.01% | 926 |
|
|
2019
Q4 | $48.4M | Buy |
3,848,673
+1,305,804
| +51% | +$16.4M | 0.01% | 953 |
|
|
2019
Q3 | $28.8M | Buy |
2,542,869
+20,888
| +0.8% | +$236K | 0.01% | 1218 |
|
|
2019
Q2 | $29.9M | Sell |
2,521,981
-1,222,770
| -33% | -$14.5M | 0.01% | 1186 |
|
|
2019
Q1 | $45.3M | Buy |
3,744,751
+465,452
| +14% | +$5.64M | 0.01% | 903 |
|
|
2018
Q4 | $40.6M | Sell |
3,279,299
-794,684
| -20% | -$9.84M | 0.01% | 929 |
|
|
2018
Q3 | $64.1M | Sell |
4,073,983
-1,989,984
| -33% | -$31.3M | 0.02% | 803 |
|
|
2018
Q2 | $93M | Sell |
6,063,967
-2,066,753
| -25% | -$31.7M | 0.03% | 606 |
|
|
2018
Q1 | $144M | Buy |
8,130,720
+675,896
| +9% | +$11.9M | 0.04% | 436 |
|
|
2017
Q4 | $137M | Buy |
7,454,824
+2,641,929
| +55% | +$48.6M | 0.04% | 474 |
|
|
2017
Q3 | $82.5M | Buy |
4,812,895
+534,320
| +12% | +$9.16M | 0.02% | 655 |
|
|
2017
Q2 | $72.7M | Buy |
4,278,575
+1,389,867
| +48% | +$23.6M | 0.02% | 714 |
|
|
2017
Q1 | $46.1M | Buy |
2,888,708
+1,272,696
| +79% | +$20.3M | 0.01% | 963 |
|
|
2016
Q4 | $25.3M | Sell |
1,616,012
-2,946,596
| -65% | -$46.2M | 0.01% | 1333 |
|
|
2016
Q3 | $62.1M | Buy |
4,562,608
+200,367
| +5% | +$2.73M | 0.02% | 739 |
|
|
2016
Q2 | $56.5M | Sell |
4,362,241
-1,467,510
| -25% | -$19M | 0.02% | 733 |
|
|
2016
Q1 | $93.4M | Sell |
5,829,751
-337,946
| -5% | -$5.41M | 0.04% | 499 |
|
|
2015
Q4 | $119M | Buy |
6,167,697
+788,253
| +15% | +$15.3M | 0.04% | 424 |
|
|
2015
Q3 | $99.6M | Buy |
5,379,444
+1,513,479
| +39% | +$28M | 0.04% | 469 |
|
|
2015
Q2 | $82M | Buy |
3,865,965
+895,730
| +30% | +$19M | 0.03% | 598 |
|
|
2015
Q1 | $55.8M | Sell |
2,970,235
-118,311
| -4% | -$2.22M | 0.02% | 786 |
|
|
2014
Q4 | $52.7M | Buy |
+3,088,546
| New | +$52.7M | 0.02% | 827 |
|