Mutual of America Capital Management’s UBS Group UBS Stock Holding History

Mutual of America Capital 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	-287,938	Closed	-$8.92M	–	1463
2024 Q3	$8.92M	Sell	287,938 -220,168	-43%	-$6.62M	0.09%	215
2024 Q2	$14.9M	Sell	508,106 -149,054	-23%	-$4.43M	0.16%	91
2024 Q1	$20.2M	Hold	657,160	–	–	0.22%	64
2023 Q4	$20.4M	Sell	657,160 -8,146	-1%	-$214K	0.24%	57
2023 Q3	$16.4M	Hold	665,306	–	–	0.2%	73
2023 Q2	$13.5M	Hold	665,306	–	–	0.15%	103
2023 Q1	$14.1M	Hold	665,306	–	–	0.17%	98
2022 Q4	$12.4M	Buy	+665,306	New	+$11.3M	0.15%	113

Other funds holding UBS

Norges Bank Oslo, Norway $1T 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 $315B AUM 27.84% 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 $52.2B AUM 40.82% 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 $846B AUM 46.74% 1-Year Est. Return

Mutual of America Capital Management's UBS Position: Q4 2024 in Review

Mutual of America Capital Management sold out of UBS Group (UBS) in Q4 2024, closing a stake of 287,938 shares — an estimated $8.92M sold.

Mutual of America Capital Management first reported a position in UBS in Q4 2022 and held it in 8 quarters. The position peaked at $20.4M in Q4 2023. 572 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

Mutual of America Capital Management reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
Mutual of America Capital Management sold 287,938 UBS Group shares in Q4 2024, an estimated $8.92M.
Mutual of America Capital Management first reported a position in UBS Group in Q4 2022 and held it in 8 quarters.
Mutual of America Capital Management's UBS Group position peaked at $20.4M in Q4 2023.
572 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on Mutual of America Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.