NatWest Group’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 | $3.14M | Sell |
92,787
-108,222
| -54% | -$3.66M | 0.93% | 29 |
|
|
2025
Q1 | $6.16M | Buy |
201,009
+3,108
| +2% | +$95.2K | 1.82% | 25 |
|
|
2024
Q4 | $6M | Buy |
197,901
+92,203
| +87% | +$2.8M | 1.78% | 24 |
|
|
2024
Q3 | $3.27M | Buy |
105,698
+13,928
| +15% | +$431K | 0.97% | 30 |
|
|
2024
Q2 | $2.71M | Buy |
91,770
+13,594
| +17% | +$402K | 0.93% | 30 |
|
|
2024
Q1 | $2.4M | Buy |
78,176
+3,229
| +4% | +$99.2K | 0.92% | 29 |
|
|
2023
Q4 | $2.32M | Buy |
74,947
+22,562
| +43% | +$697K | 0.97% | 28 |
|
|
2023
Q3 | $1.29M | Buy |
52,385
+1,212
| +2% | +$29.9K | 0.67% | 31 |
|
|
2023
Q2 | $1.04M | Sell |
51,173
-3,080
| -6% | -$62.4K | 0.54% | 32 |
|
|
2023
Q1 | $1.16M | Sell |
54,253
-1,970
| -4% | -$42K | 0.63% | 34 |
|
|
2022
Q4 | $1.05M | Sell |
56,223
-23,688
| -30% | -$442K | 0.6% | 35 |
|
|
2022
Q3 | $1.16M | Sell |
79,911
-134,280
| -63% | -$1.95M | 0.67% | 36 |
|
|
2022
Q2 | $3.47M | Sell |
214,191
-6,372
| -3% | -$103K | 1.97% | 25 |
|
|
2022
Q1 | $4.31M | Buy |
+220,563
| New | +$4.31M | 2.08% | 22 |
|
|
2021
Q1 | – | Sell |
-31,500
| Closed | -$445K | – | 77 |
|
|
2020
Q4 | $445K | Hold |
31,500
| – | – | 0.16% | 66 |
|
|
2020
Q3 | $351K | Hold |
31,500
| – | – | 0.07% | 71 |
|
|
2020
Q2 | $364K | Hold |
31,500
| – | – | 0.1% | 57 |
|
|
2020
Q1 | $292K | Hold |
31,500
| – | – | 0.08% | 75 |
|
|
2019
Q4 | $396K | Buy |
+31,500
| New | +$396K | 0.08% | 75 |
|