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Paloma Partners’s UBS Group UBS Stock Holding History

Paloma Partners’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
2021
Q3 		– Sell
-48,057
Closed -$737K – 1887
2021
Q2 		$737K Buy
48,057
+29,618
+161% +$468K 0.01% 791
2021
Q1 		$286K Buy
18,439
+5,446
+42% +$83.7K 0.01% 1526
2020
Q4 		$183K Sell
12,993
-83,610
-87% -$1.11M ﹤0.01% 1407
2020
Q3 		$1.08M Buy
+96,603
New +$1.16M 0.03% 697
2017
Q4 		– Sell
-22,128
Closed -$379K – 2316
2017
Q3 		$379K Buy
+22,128
New +$378K 0.01% 1687
2016
Q4 		– Sell
-28,400
Closed -$387K – 2151
2016
Q3 		$387K Buy
28,400
+12,621
+80% +$172K ﹤0.01% 1515
2016
Q2 		$204K Sell
15,779
-1,121
-7% -$17.1K ﹤0.01% 1960
2016
Q1 		$270K Buy
+16,900
New +$274K ﹤0.01% 1572

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Paloma Partners's UBS Position: Q3 2021 in Review

Paloma Partners sold out of UBS Group (UBS) in Q3 2021, closing a stake of 48,057 shares — an estimated $737K sold.

Paloma Partners first reported a position in UBS in Q1 2016 and held it in 8 quarters. The position peaked at $1.08M in Q3 2020. 357 funds tracked by Wall St. Rank hold UBS as of Q3 2021.

  • Paloma Partners reported no remaining UBS Group position as of Q3 2021 after selling out during the quarter.
  • Paloma Partners sold 48,057 UBS Group shares in Q3 2021, an estimated $737K.
  • Paloma Partners first reported a position in UBS Group in Q1 2016 and held it in 8 quarters.
  • Paloma Partners's UBS Group position peaked at $1.08M in Q3 2020.
  • 357 funds tracked by Wall St. Rank held UBS Group as of Q3 2021.

Based on Paloma Partners's 13F filing for Q3 2021, filed 15 Nov 2021.