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Private Capital Group’s UBS Group UBS Stock Holding History

Private Capital Group’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
2022
Q2 		$445K Buy
27,418
+3,352
+14% +$58.8K 0.33% 47
2022
Q1 		$470K Sell
24,066
-614
-2% -$11.6K 0.11% 122
2021
Q4 		$441K Buy
24,680
+9,462
+62% +$167K 0.09% 136
2021
Q3 		$243K Buy
15,218
+2,215
+17% +$35.9K 0.05% 202
2021
Q2 		$200K Buy
13,003
+3,051
+31% +$48.2K 0.05% 233
2021
Q1 		$155K Sell
9,952
-25,137
-72% -$386K 0.04% 266
2020
Q4 		$496K Buy
35,089
+4,436
+14% +$58.7K 0.09% 159
2020
Q3 		$342K Sell
30,653
-584
-2% -$7K 0.07% 185
2020
Q2 		$360K Buy
31,237
+5,413
+21% +$55.8K 0.08% 181
2020
Q1 		$239K Buy
25,824
+12,267
+90% +$141K 0.06% 215
2019
Q4 		$170K Sell
13,557
-5,161
-28% -$61.4K 0.04% 304
2019
Q3 		$212K Buy
18,718
+15,144
+424% +$170K 0.04% 281
2019
Q2 		$55K Sell
3,574
-12,008
-77% -$147K 0.01% 622
2019
Q1 		$189K Buy
15,582
+10,323
+196% +$131K 0.04% 293
2018
Q4 		$65K Buy
5,259
+629
+14% +$8.53K 0.01% 541
2018
Q3 		$72K Buy
4,630
+216
+5% +$3.4K 0.01% 562
2018
Q2 		$67K Buy
+4,414
New +$71.8K 0.01% 566
2018
Q1 		– Sell
-3,272
Closed -$60 – 2190
2017
Q4 		$60 Buy
+3,272
New +$56.9K 0.01% 619

Other funds holding UBS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Capital Group's UBS Position: Q2 2022 in Review

Private Capital Group increased its UBS Group (UBS) stake by 14% in Q2 2022, buying an estimated $58.8K and bringing the position to 27,418 shares worth $445K. The position accounts for 0.33% of the portfolio, ranked #47.

Private Capital Group first reported a position in UBS in Q4 2017 and has held it in 18 quarters since. The position peaked at $496K in Q4 2020. 369 funds tracked by Wall St. Rank hold UBS as of Q2 2022.

  • Private Capital Group held 27,418 shares of UBS Group worth $445K as of Q2 2022.
  • Private Capital Group bought 3,352 UBS Group shares in Q2 2022, an estimated $58.8K.
  • UBS Group made up 0.33% of Private Capital Group's portfolio in Q2 2022, its #47 holding.
  • Private Capital Group first reported a position in UBS Group in Q4 2017 and has held it in 18 quarters since.
  • Private Capital Group's UBS Group position peaked at $496K in Q4 2020.
  • 369 funds tracked by Wall St. Rank held UBS Group as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.