Palladiem’s UBS Group UBS Stock Holding History

Palladiem’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
2015 Q3	$19K	Buy	1,006 +479	+91%	+$10.2K	0.03%	71
2015 Q2	$11K	Hold	527	–	–	0.01%	141
2015 Q1	$10K	Hold	527	–	–	0.01%	126
2014 Q4	$9K	Buy	+527	New	+$9.03K	0.01%	140

Other funds holding UBS

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Palladiem's UBS Position: Q3 2015 in Review

Palladiem increased its UBS Group (UBS) stake by 91% in Q3 2015, buying an estimated $10.2K and bringing the position to 1,006 shares worth $19K. The position accounts for 0.03% of the portfolio, ranked #71.

Palladiem first reported a position in UBS in Q4 2014 and has held it in 4 quarters since. 234 funds tracked by Wall St. Rank hold UBS as of Q3 2015.

Palladiem held 1,006 shares of UBS Group worth $19K as of Q3 2015.
Palladiem bought 479 UBS Group shares in Q3 2015, an estimated $10.2K.
UBS Group made up 0.03% of Palladiem's portfolio in Q3 2015, its #71 holding.
Palladiem first reported a position in UBS Group in Q4 2014 and has held it in 4 quarters since.
234 funds tracked by Wall St. Rank held UBS Group as of Q3 2015.

Based on Palladiem's 13F filing for Q3 2015, filed 29 Oct 2015.