Northwest Financial Advisors’s UBS Group UBS Stock Holding History

Northwest Financial Advisors’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	-1	Closed	-$31	–	510
2024 Q3	$31	Buy	+1	New	+$30	﹤0.01%	560

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

Northwest Financial Advisors's UBS Position: Q4 2024 in Review

Northwest Financial Advisors sold out of UBS Group (UBS) in Q4 2024, closing a stake of 1 share — an estimated $31 sold.

Northwest Financial Advisors first reported a position in UBS in Q3 2024 and held it in 1 quarter. The position peaked at $31 in Q3 2024. 571 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

Northwest Financial Advisors reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
Northwest Financial Advisors sold 1 UBS Group share in Q4 2024, an estimated $31.
Northwest Financial Advisors first reported a position in UBS Group in Q3 2024 and held it in 1 quarter.
Northwest Financial Advisors's UBS Group position peaked at $31 in Q3 2024.
571 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.