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

Pictet Asset Management (UK)’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 Q2	$421M	Sell	27,497,478 -4,977,788	-15%	-$78.6M	0.46%	45
2021 Q1	$505M	Buy	32,475,266 +2,600,939	+9%	+$40M	0.61%	30
2020 Q4	$421M	Buy	29,874,327 +3,699,238	+14%	+$49M	0.55%	40
2020 Q3	$293M	Sell	26,175,089 -665,762	-2%	-$7.98M	0.46%	50
2020 Q2	$309M	Buy	26,840,851 +2,582,374	+11%	+$26.6M	0.53%	41
2020 Q1	$227M	Sell	24,258,477 -356,629	-1%	-$4.11M	0.49%	49
2019 Q4	$311M	Buy	+24,615,106	New	+$293M	0.55%	38

Other funds holding UBS

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pictet Asset Management (UK)'s UBS Position: Q2 2021 in Review

Pictet Asset Management (UK) reduced its UBS Group (UBS) stake by 15% in Q2 2021, selling an estimated $78.6M and leaving 27,497,478 shares worth $421M. The position accounts for 0.46% of the portfolio, ranked #45.

Pictet Asset Management (UK) first reported a position in UBS in Q4 2019 and has held it in 7 quarters since. The position peaked at $505M in Q1 2021. 361 funds tracked by Wall St. Rank hold UBS as of Q2 2021.

Pictet Asset Management (UK) held 27,497,478 shares of UBS Group worth $421M as of Q2 2021.
Pictet Asset Management (UK) sold 4,977,788 UBS Group shares in Q2 2021, an estimated $78.6M.
UBS Group made up 0.46% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #45 holding.
Pictet Asset Management (UK) first reported a position in UBS Group in Q4 2019 and has held it in 7 quarters since.
Pictet Asset Management (UK)'s UBS Group position peaked at $505M in Q1 2021.
361 funds tracked by Wall St. Rank held UBS Group as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.