Principal Securities’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
6,984
+2,688
| +63% | +$90.9K | ﹤0.01% | 1165 |
|
|
2025
Q1 | $130K | Buy |
4,296
+87
| +2% | +$2.64K | ﹤0.01% | 1319 |
|
|
2024
Q4 | $128K | Sell |
4,209
-867
| -17% | -$26.3K | ﹤0.01% | 1328 |
|
|
2024
Q3 | $157K | Sell |
5,076
-247
| -5% | -$7.64K | ﹤0.01% | 1203 |
|
|
2024
Q2 | $157K | Sell |
5,323
-1,444
| -21% | -$42.7K | ﹤0.01% | 1139 |
|
|
2024
Q1 | $208K | Sell |
6,767
-3,034
| -31% | -$93.2K | 0.01% | 1005 |
|
|
2023
Q4 | $303K | Buy |
+9,801
| New | +$303K | 0.01% | 784 |
|