Morse Asset Management’s UBS Group UBS Stock Holding History

Morse Asset Management’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	-7,875	Closed	-$243K	–	376
2024 Q3	$243K	Buy	+7,875	New	+$237K	0.05%	163

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

Morse Asset Management's UBS Position: Q4 2024 in Review

Morse Asset Management sold out of UBS Group (UBS) in Q4 2024, closing a stake of 7,875 shares — an estimated $243K sold.

Morse Asset Management first reported a position in UBS in Q3 2024 and held it in 1 quarter. The position peaked at $243K in Q3 2024. 571 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

Morse Asset Management reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
Morse Asset Management sold 7,875 UBS Group shares in Q4 2024, an estimated $243K.
Morse Asset Management first reported a position in UBS Group in Q3 2024 and held it in 1 quarter.
Morse Asset Management's UBS Group position peaked at $243K in Q3 2024.
571 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on Morse Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.