Northwestern Mutual Wealth Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.69M | Buy |
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|
2025
Q2 | $2.14M | Buy |
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|
2025
Q1 | $1.67M | Buy |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $922K | Buy |
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|
2024
Q2 | $857K | Buy |
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|
2024
Q1 | $776K | Sell |
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|
2023
Q4 | $923K | Sell |
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|
2023
Q3 | $784K | Buy |
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|
2023
Q2 | $626K | Sell |
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|
2023
Q1 | $781K | Sell |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $884K | Sell |
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|
2022
Q2 | $4.67M | Buy |
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|
2022
Q1 | $5.42M | Buy |
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|
2021
Q4 | $293K | Buy |
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|
2021
Q3 | $235K | Buy |
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|
2021
Q2 | $174K | Sell |
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|
2021
Q1 | $4.32M | Buy |
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|
2020
Q4 | $3.85M | Buy |
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|
2020
Q3 | $72K | Sell |
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|
2020
Q2 | $82K | Buy |
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|
2020
Q1 | $38K | Sell |
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|
2019
Q4 | $74K | Buy |
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|
2019
Q3 | $64K | Sell |
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|
2019
Q2 | $81K | Sell |
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|
2019
Q1 | $105K | Buy |
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|
2018
Q4 | $53K | Sell |
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|
2018
Q3 | $175K | Sell |
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|
2018
Q2 | $216K | Buy |
|
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|
2018
Q1 | $198K | Sell |
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|
2017
Q4 | $251K | Sell |
|
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|
2017
Q3 | $242K | Buy |
|
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|
2017
Q2 | $178K | Buy |
|
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|
2017
Q1 | $122K | Sell |
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|
2016
Q4 | $149K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $150K | Buy |
|
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|
2016
Q1 | $135K | Sell |
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|
2015
Q4 | $4.11M | Buy |
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|
2015
Q3 | $26K | Buy |
|
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3K | Buy |
|