Polar Capital’s UBS Group UBS Stock Holding History

Polar Capital’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
2020 Q3	$4M	Buy	371,081 +10,910	+3%	+$131K	0.03%	219
2020 Q2	$4.11M	Sell	360,171 -27,954	-7%	-$288K	0.04%	207
2020 Q1	$3.68M	Sell	388,125 -27,582	-7%	-$318K	0.04%	222
2019 Q4	$5.32M	Sell	415,707 -131,476	-24%	-$1.56M	0.05%	231
2019 Q3	$6.49M	Sell	547,183 -13,000	-2%	-$146K	0.06%	221
2019 Q2	$6.81M	Sell	560,183 -2,652	-0.5%	-$32.5K	0.06%	213
2019 Q1	$7.12M	Sell	562,835 -287,004	-34%	-$3.64M	0.07%	202
2018 Q4	$10.9M	Sell	849,839 -8,891	-1%	-$121K	0.12%	170
2018 Q3	$13.9M	Sell	858,730 -213,684	-20%	-$3.36M	0.12%	167
2018 Q2	$16.4K	Hold	1,072,414	–	–	0.1%	169
2018 Q1	$18.9M	Buy	1,072,414 +40,000	+4%	+$760K	0.19%	145
2017 Q4	$19.4M	Buy	1,032,414 +113,917	+12%	+$1.98M	0.2%	135
2017 Q3	$15.9M	Buy	918,497 +353,728	+63%	+$6.05M	0.18%	138
2017 Q2	$9.61M	Buy	564,769 +255,769	+83%	+$4.16M	0.13%	153
2017 Q1	$5.18M	Buy	309,000 +5,500	+2%	+$88.5K	0.08%	176
2016 Q4	$5.07M	Sell	303,500 -41,500	-12%	-$625K	0.08%	192
2016 Q3	$4.78M	Sell	345,000 -142,887	-29%	-$1.95M	0.08%	183
2016 Q2	$6.42M	Sell	487,887 -169,867	-26%	-$2.6M	0.12%	160
2016 Q1	$10.7M	Buy	657,754 +89,322	+16%	+$1.45M	0.2%	135
2015 Q4	$11.6M	Buy	568,432 +55,497	+11%	+$1.08M	0.21%	130
2015 Q3	$9.67M	Buy	512,935 +14,323	+3%	+$304K	0.2%	146
2015 Q2	$10.4M	Sell	498,612 -17,989	-3%	-$376K	0.2%	142
2015 Q1	$9.91M	Sell	516,601 -42,494	-8%	-$739K	0.19%	143
2014 Q4	$10M	Buy	+559,095	New	+$9.58M	0.2%	143

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Polar Capital's UBS Position: Q3 2020 in Review

Polar Capital increased its UBS Group (UBS) stake by 3% in Q3 2020, buying an estimated $131K and bringing the position to 371,081 shares worth $4M. The position accounts for 0.03% of the portfolio, ranked #219.

Polar Capital first reported a position in UBS in Q4 2014 and has held it in 24 quarters since. The position peaked at $19.4M in Q4 2017. 302 funds tracked by Wall St. Rank hold UBS as of Q3 2020.

Polar Capital held 371,081 shares of UBS Group worth $4M as of Q3 2020.
Polar Capital bought 10,910 UBS Group shares in Q3 2020, an estimated $131K.
UBS Group made up 0.03% of Polar Capital's portfolio in Q3 2020, its #219 holding.
Polar Capital first reported a position in UBS Group in Q4 2014 and has held it in 24 quarters since.
Polar Capital's UBS Group position peaked at $19.4M in Q4 2017.
302 funds tracked by Wall St. Rank held UBS Group as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.