Natixis Advisors’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102M | Sell |
3,011,100
-1,339,177
| -31% | -$45.3M | 0.16% | 142 |
|
|
2025
Q1 | $133M | Sell |
4,350,277
-887,552
| -17% | -$27.2M | 0.25% | 94 |
|
|
2024
Q4 | $159M | Buy |
5,237,829
+29,916
| +0.6% | +$907K | 0.3% | 66 |
|
|
2024
Q3 | $161M | Buy |
5,207,913
+258,058
| +5% | +$7.98M | 0.31% | 61 |
|
|
2024
Q2 | $146M | Buy |
4,949,855
+336,813
| +7% | +$9.95M | 0.32% | 64 |
|
|
2024
Q1 | $142M | Buy |
4,613,042
+168,313
| +4% | +$5.17M | 0.33% | 66 |
|
|
2023
Q4 | $137M | Buy |
4,444,729
+356,742
| +9% | +$11M | 0.36% | 55 |
|
|
2023
Q3 | $101M | Buy |
4,087,987
+265,660
| +7% | +$6.55M | 0.31% | 71 |
|
|
2023
Q2 | $77.5M | Sell |
3,822,327
-333,773
| -8% | -$6.77M | 0.24% | 104 |
|
|
2023
Q1 | $88.7M | Sell |
4,156,100
-348,735
| -8% | -$7.44M | 0.31% | 84 |
|
|
2022
Q4 | $84.1M | Buy |
4,504,835
+701,804
| +18% | +$13.1M | 0.32% | 85 |
|
|
2022
Q3 | $55.2M | Buy |
3,803,031
+576,716
| +18% | +$8.37M | 0.23% | 108 |
|
|
2022
Q2 | $52.3M | Buy |
3,226,315
+240,716
| +8% | +$3.9M | 0.23% | 106 |
|
|
2022
Q1 | $58.3M | Sell |
2,985,599
-37,625
| -1% | -$735K | 0.22% | 114 |
|
|
2021
Q4 | $54M | Buy |
3,023,224
+202,695
| +7% | +$3.62M | 0.21% | 120 |
|
|
2021
Q3 | $45M | Buy |
2,820,529
+149,290
| +6% | +$2.38M | 0.18% | 127 |
|
|
2021
Q2 | $41M | Sell |
2,671,239
-270,459
| -9% | -$4.15M | 0.19% | 129 |
|
|
2021
Q1 | $45.7M | Sell |
2,941,698
-23,408
| -0.8% | -$364K | 0.24% | 100 |
|
|
2020
Q4 | $41.9M | Buy |
2,965,106
+58,996
| +2% | +$834K | 0.24% | 97 |
|
|
2020
Q3 | $32.4M | Buy |
2,906,110
+26,945
| +0.9% | +$300K | 0.2% | 119 |
|
|
2020
Q2 | $33.2M | Buy |
2,879,165
+1,010,765
| +54% | +$11.7M | 0.22% | 103 |
|
|
2020
Q1 | $17.3M | Sell |
1,868,400
-166,246
| -8% | -$1.54M | 0.14% | 167 |
|
|
2019
Q4 | $25.6M | Buy |
2,034,646
+285,711
| +16% | +$3.59M | 0.18% | 128 |
|
|
2019
Q3 | $19.8M | Buy |
1,748,935
+834,377
| +91% | +$9.44M | 0.16% | 157 |
|
|
2019
Q2 | $10.8M | Sell |
914,558
-152,650
| -14% | -$1.81M | 0.09% | 244 |
|
|
2019
Q1 | $12.9M | Sell |
1,067,208
-79,012
| -7% | -$957K | 0.11% | 203 |
|
|
2018
Q4 | $14.2M | Sell |
1,146,220
-315,625
| -22% | -$3.91M | 0.14% | 163 |
|
|
2018
Q3 | $23M | Buy |
1,461,845
+194,586
| +15% | +$3.06M | 0.2% | 100 |
|
|
2018
Q2 | $19.4M | Sell |
1,267,259
-57,888
| -4% | -$888K | 0.19% | 121 |
|
|
2018
Q1 | $23.4M | Buy |
1,325,147
+63,944
| +5% | +$1.13M | 0.23% | 86 |
|
|
2017
Q4 | $23.2M | Buy |
1,261,203
+96,469
| +8% | +$1.77M | 0.24% | 88 |
|
|
2017
Q3 | $20M | Buy |
1,164,734
+44,939
| +4% | +$771K | 0.21% | 105 |
|
|
2017
Q2 | $19M | Buy |
1,119,795
+119,549
| +12% | +$2.03M | 0.21% | 102 |
|
|
2017
Q1 | $16M | Buy |
1,000,246
+63,045
| +7% | +$1.01M | 0.18% | 128 |
|
|
2016
Q4 | $14.7M | Sell |
937,201
-21,369
| -2% | -$335K | 0.18% | 144 |
|
|
2016
Q3 | $13.1M | Sell |
958,570
-122,702
| -11% | -$1.67M | 0.17% | 151 |
|
|
2016
Q2 | $14M | Buy |
1,081,272
+416,372
| +63% | +$5.4M | 0.19% | 128 |
|
|
2016
Q1 | $10.7M | Sell |
664,900
-70,465
| -10% | -$1.13M | 0.16% | 154 |
|
|
2015
Q4 | $14.2M | Buy |
735,365
+44,081
| +6% | +$854K | 0.23% | 84 |
|
|
2015
Q3 | $12.8M | Buy |
691,284
+94,883
| +16% | +$1.76M | 0.22% | 91 |
|
|
2015
Q2 | $12.6M | Buy |
596,401
+34,608
| +6% | +$734K | 0.21% | 107 |
|
|
2015
Q1 | $10.5M | Buy |
561,793
+387,789
| +223% | +$7.28M | 0.19% | 133 |
|
|
2014
Q4 | $2.97M | Buy |
+174,004
| New | +$2.97M | 0.06% | 501 |
|