New Vernon Capital Holdings II’s UBS Group UBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,114
Closed -$367K 86
2024
Q4
$367K Sell
12,114
-2,653
-18% -$80.4K 0.25% 31
2024
Q3
$456K Buy
+14,767
New +$456K 0.25% 30