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	$19.9M	Buy	645,100 +259,500	+67%	+$7.8M	0.04%	342
2024 Q2	$11.4M	Buy	385,600 +198,700	+106%	+$5.91M	0.03%	442
2024 Q1	$5.74M	Buy	+186,900	New	+$5.52M	0.02%	749
2023 Q4	–	Sell	-1,100	Closed	-$27.1K	–	4864
2023 Q3	$27.1K	Buy	+1,100	New	+$25.7K	﹤0.01%	3723
2022 Q1	–	Sell	-55,000	Closed	-$983K	–	5968
2021 Q4	$983K	Sell	55,000 -85,000	-61%	-$1.5M	﹤0.01%	2579
2021 Q3	$2.23M	Buy	+140,000	New	+$2.27M	0.01%	1837
2020 Q3	–	Sell	-1,000	Closed	-$12K	–	4900
2020 Q2	$12K	Sell	1,000 -34,000	-97%	-$350K	﹤0.01%	4218
2020 Q1	$324K	Buy	35,000 +23,500	+204%	+$271K	﹤0.01%	2440
2019 Q4	$145K	Buy	11,500 +5,100	+80%	+$60.7K	﹤0.01%	2704
2019 Q3	$72K	Buy	+6,400	New	+$72K	﹤0.01%	3330
2019 Q2	–	Sell	-100	Closed	-$1K	–	4336
2019 Q1	$1K	Buy	+100	New	+$1.27K	﹤0.01%	3703

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.