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Premier Fund Managers’s UBS Group UBS Stock Holding History

Premier Fund Managers’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
Q4 		– Sell
-642,100
Closed -$7.08M – 232
2020
Q3 		$7.08M Sell
642,100
-212,800
-25% -$2.55M 0.41% 73
2020
Q2 		$10.7M Buy
+854,900
New +$8.81M 0.67% 53

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Premier Fund Managers's UBS Position: Q4 2020 in Review

Premier Fund Managers sold out of UBS Group (UBS) in Q4 2020, closing a stake of 642,100 shares — an estimated $7.08M sold.

Premier Fund Managers first reported a position in UBS in Q2 2020 and held it in 2 quarters. The position peaked at $10.7M in Q2 2020. 345 funds tracked by Wall St. Rank hold UBS as of Q4 2020.

  • Premier Fund Managers reported no remaining UBS Group position as of Q4 2020 after selling out during the quarter.
  • Premier Fund Managers sold 642,100 UBS Group shares in Q4 2020, an estimated $7.08M.
  • Premier Fund Managers first reported a position in UBS Group in Q2 2020 and held it in 2 quarters.
  • Premier Fund Managers's UBS Group position peaked at $10.7M in Q2 2020.
  • 345 funds tracked by Wall St. Rank held UBS Group as of Q4 2020.

Based on Premier Fund Managers's 13F filing for Q4 2020, filed 9 Feb 2021.