PEAK6 Investments’s UBS Group UBS Stock Holding History

PEAK6 Investments’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 Q3	$1.7M	Buy	54,971 +14,007	+34%	+$421K	﹤0.01%	1602
2024 Q2	$1.21M	Buy	40,964 +36,642	+848%	+$1.09M	﹤0.01%	1689
2024 Q1	$133K	Buy	+4,322	New	+$128K	﹤0.01%	3256
2023 Q4	–	Sell	-50,540	Closed	-$1.25M	–	4863
2023 Q3	$1.25M	Sell	50,540 -47,989	-49%	-$1.12M	0.01%	1659
2023 Q2	$2M	Buy	98,529 +8,530	+9%	+$172K	0.01%	1204
2023 Q1	$1.92M	Buy	+89,999	New	+$1.88M	0.01%	1343
2022 Q3	–	Sell	-98,529	Closed	-$2M	–	6160
2022 Q2	$2M	Buy	+98,529	New	+$1.73M	﹤0.01%	2313
2021 Q4	–	Sell	-36,923	Closed	-$650K	–	5815
2021 Q3	$589K	Buy	+36,923	New	+$598K	﹤0.01%	3097
2019 Q4	–	Sell	-4,957	Closed	-$59K	–	4096
2019 Q3	$56K	Buy	+4,957	New	+$55.8K	﹤0.01%	3383

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

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

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

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

PEAK6 Investments's UBS Position: Q3 2024 in Review

PEAK6 Investments increased its UBS Group (UBS) stake by 34% in Q3 2024, buying an estimated $421K and bringing the position to 54,971 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

PEAK6 Investments first reported a position in UBS in Q3 2019 and has held it in 9 quarters since. The position peaked at $2M in Q2 2023. 548 funds tracked by Wall St. Rank hold UBS as of Q3 2024.

PEAK6 Investments held 54,971 shares of UBS Group worth $1.7M as of Q3 2024.
PEAK6 Investments bought 14,007 UBS Group shares in Q3 2024, an estimated $421K.
UBS Group made up ﹤0.01% of PEAK6 Investments's portfolio in Q3 2024, its #1602 holding.
PEAK6 Investments first reported a position in UBS Group in Q3 2019 and has held it in 9 quarters since.
PEAK6 Investments's UBS Group position peaked at $2M in Q2 2023.
548 funds tracked by Wall St. Rank held UBS Group as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.