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	$27.8K	Sell	900 -100	-10%	-$3K	﹤0.01%	3177
2024 Q2	$29.5K	Sell	1,000 -15,700	-94%	-$467K	﹤0.01%	3229
2024 Q1	$513K	Buy	+16,700	New	+$493K	﹤0.01%	2431
2023 Q4	–	Sell	-25,200	Closed	-$621K	–	4862
2023 Q3	$621K	Buy	+25,200	New	+$589K	﹤0.01%	2211
2022 Q3	–	Sell	-152,500	Closed	-$2.47M	–	6159
2022 Q2	$2.47M	Buy	+152,500	New	+$2.67M	﹤0.01%	2087
2020 Q4	–	Sell	-10,000	Closed	-$112K	–	5171
2020 Q3	$112K	Hold	10,000	–	–	﹤0.01%	3803
2020 Q2	$115K	Sell	10,000 -135,000	-93%	-$1.39M	﹤0.01%	3736
2020 Q1	$1.34M	Hold	145,000	–	–	0.01%	1312
2019 Q4	$1.82M	Buy	145,000 +128,900	+801%	+$1.53M	0.01%	1148
2019 Q3	$182K	Sell	16,100 -183,900	-92%	-$2.07M	﹤0.01%	2941
2019 Q2	$2.37M	Sell	200,000 -1,900	-0.9%	-$23.3K	0.02%	1155
2019 Q1	$2.44M	Buy	+201,900	New	+$2.56M	0.01%	1164

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. 549 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.
549 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.