Private Ocean’s UBS Group UBS Stock Holding History

Private Ocean’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
2024 Q2	$10.8K	Buy	+367	New	+$10.9K	﹤0.01%	382

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Private Ocean's UBS Position: Q2 2024 in Review

Private Ocean opened a new position in UBS Group (UBS) in Q2 2024: 367 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #382 among its holdings.

552 funds tracked by Wall St. Rank hold UBS as of Q2 2024.

Private Ocean held 367 shares of UBS Group worth $10.8K as of Q2 2024.
UBS Group was a new Private Ocean position in Q2 2024.
UBS Group made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #382 holding.
552 funds tracked by Wall St. Rank held UBS Group as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.