Pictet Asset Management (Switzerland)’s UBS Group UBS Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$562M	Sell	27,778,145 -1,666,273	-6%	-$33.5M	0.67%	32
2023 Q1	$622M	Sell	29,444,418 -1,954,240	-6%	-$40.8M	0.78%	23
2022 Q4	$584M	Buy	31,398,658 +574,144	+2%	+$9.76M	0.84%	18
2022 Q3	$453M	Buy	30,824,514 +2,603,064	+9%	+$41.7M	0.67%	27
2022 Q2	$454M	Buy	28,221,450 +688,301	+2%	+$12.1M	0.63%	27
2022 Q1	$543M	Sell	27,533,149 -1,402,365	-5%	-$26.5M	0.62%	31
2021 Q4	$521M	Buy	28,935,514 +167,073	+0.6%	+$2.94M	0.52%	40
2021 Q3	$463M	Buy	+28,768,441	New	+$466M	0.51%	38

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s UBS Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its UBS Group (UBS) stake by 5.7% in Q2 2023, selling an estimated $33.5M and leaving 27,778,145 shares worth $562M. The position accounts for 0.67% of the portfolio, ranked #32.

Pictet Asset Management (Switzerland) first reported a position in UBS in Q3 2021 and has held it in 8 quarters since. The position peaked at $622M in Q1 2023. 458 funds tracked by Wall St. Rank hold UBS as of Q2 2023.

Pictet Asset Management (Switzerland) held 27,778,145 shares of UBS Group worth $562M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 1,666,273 UBS Group shares in Q2 2023, an estimated $33.5M.
UBS Group made up 0.67% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #32 holding.
Pictet Asset Management (Switzerland) first reported a position in UBS Group in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s UBS Group position peaked at $622M in Q1 2023.
458 funds tracked by Wall St. Rank held UBS Group as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.