Price Wealth’s UBS Group UBS Stock Holding History

Price Wealth’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	$12K	Hold	1,093	–	–	﹤0.01%	275
2020 Q2	$13K	Hold	1,093	–	–	﹤0.01%	152
2020 Q1	$10K	Buy	+1,093	New	+$12.6K	﹤0.01%	156

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

Price Wealth's UBS Position: Q3 2020 in Review

Price Wealth held its UBS Group (UBS) position steady in Q3 2020 at 1,093 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Price Wealth first reported a position in UBS in Q1 2020 and has held it in 3 quarters since. The position peaked at $13K in Q2 2020. 302 funds tracked by Wall St. Rank hold UBS as of Q3 2020.

Price Wealth held 1,093 shares of UBS Group worth $12K as of Q3 2020.
Price Wealth left its UBS Group share count unchanged in Q3 2020.
UBS Group made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #275 holding.
Price Wealth first reported a position in UBS Group in Q1 2020 and has held it in 3 quarters since.
Price Wealth's UBS Group position peaked at $13K in Q2 2020.
302 funds tracked by Wall St. Rank held UBS Group as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.