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Morningstar Investment Services’s UBS Group UBS Stock Holding History

Morningstar Investment Services’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
-44,917
Closed -$1.39M – 387
2024
Q3 		$1.39M Buy
44,917
+1,316
+3% +$39.5K 0.01% 193
2024
Q2 		$1.28M Sell
43,601
-608
-1% -$18.1K 0.01% 185
2024
Q1 		$1.39M Sell
44,209
-44,211
-50% -$1.31M 0.02% 173
2023
Q4 		$2.73M Buy
88,420
+44,870
+103% +$1.18M 0.02% 173
2023
Q3 		$1.08M Buy
43,550
+2,253
+5% +$52.6K 0.01% 172
2023
Q2 		$825K Buy
41,297
+6,575
+19% +$132K 0.01% 176
2023
Q1 		$706K Buy
34,722
+1,920
+6% +$40.1K 0.01% 176
2022
Q4 		$635K Sell
32,802
-1,143
-3% -$19.4K 0.01% 168
2022
Q3 		$541K Buy
33,945
+1,912
+6% +$30.6K 0.01% 170
2022
Q2 		$526K Buy
32,033
+5,980
+23% +$105K 0.01% 180
2022
Q1 		$509K Buy
26,053
+5,759
+28% +$109K 0.01% 192
2021
Q4 		$363K Buy
20,294
+1,384
+7% +$24.4K ﹤0.01% 202
2021
Q3 		$305K Buy
18,910
+3,317
+21% +$53.7K ﹤0.01% 203
2021
Q2 		$241K Buy
15,593
+2,979
+24% +$47K ﹤0.01% 206
2021
Q1 		$197K Buy
12,614
+1,421
+13% +$21.8K ﹤0.01% 203
2020
Q4 		$158K Sell
11,193
-2,661
-19% -$35.2K ﹤0.01% 203
2020
Q3 		$153K Sell
13,854
-300
-2% -$3.6K ﹤0.01% 202
2020
Q2 		$161K Sell
14,154
-879
-6% -$9.05K ﹤0.01% 199
2020
Q1 		$143K Sell
15,033
-150
-1% -$1.73K ﹤0.01% 202
2019
Q4 		$191K Sell
15,183
-2,994
-16% -$35.6K ﹤0.01% 195
2019
Q3 		$206K Sell
18,177
-1,996
-10% -$22.5K ﹤0.01% 186
2019
Q2 		$239K Buy
+20,173
New +$247K ﹤0.01% 202

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morningstar Investment Services's UBS Position: Q4 2024 in Review

Morningstar Investment Services sold out of UBS Group (UBS) in Q4 2024, closing a stake of 44,917 shares — an estimated $1.39M sold.

Morningstar Investment Services first reported a position in UBS in Q2 2019 and held it in 22 quarters. The position peaked at $2.73M in Q4 2023. 572 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

  • Morningstar Investment Services reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 44,917 UBS Group shares in Q4 2024, an estimated $1.39M.
  • Morningstar Investment Services first reported a position in UBS Group in Q2 2019 and held it in 22 quarters.
  • Morningstar Investment Services's UBS Group position peaked at $2.73M in Q4 2023.
  • 572 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.