Prudential Financial
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Prudential Financial’s UBS Group UBS Stock Holding History

Prudential Financial’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
Q4 		– Sell
-15,292
Closed -$473K – 2696
2024
Q3 		$473K Sell
15,292
-3,558
-19% -$107K ﹤0.01% 2243
2024
Q2 		$557K Sell
18,850
-175
-0.9% -$5.2K ﹤0.01% 2125
2024
Q1 		$584K Sell
19,025
-4,438
-19% -$131K ﹤0.01% 2110
2023
Q4 		$725K Buy
23,463
+4,170
+22% +$110K ﹤0.01% 1972
2023
Q3 		$476K Buy
19,293
+3,502
+22% +$81.8K ﹤0.01% 2080
2023
Q2 		$320K Sell
15,791
-1,994
-11% -$40.1K ﹤0.01% 2277
2023
Q1 		$287K Sell
17,785
-291
-2% -$6.07K ﹤0.01% 2278
2022
Q4 		$337K Buy
18,076
+912
+5% +$15.5K ﹤0.01% 2206
2022
Q3 		$252K Buy
17,164
+1,253
+8% +$20.1K ﹤0.01% 2383
2022
Q2 		$261K Sell
15,911
-344
-2% -$6.03K ﹤0.01% 2390
2022
Q1 		$317K Buy
16,255
+1,160
+8% +$21.9K ﹤0.01% 2376
2021
Q4 		$275K Sell
15,095
-243
-2% -$4.28K ﹤0.01% 2438
2021
Q3 		$251K Sell
15,338
-310
-2% -$5.02K ﹤0.01% 2399
2021
Q2 		$240K Buy
15,648
+48
+0.3% +$758 ﹤0.01% 2396
2021
Q1 		$242K Buy
15,600
+1,755
+13% +$27K ﹤0.01% 2344
2020
Q4 		$196K Buy
13,845
+820
+6% +$10.9K ﹤0.01% 2363
2020
Q3 		$145K Buy
13,025
+2,530
+24% +$30.3K ﹤0.01% 2334
2020
Q2 		$121K Buy
+10,495
New +$108K ﹤0.01% 2319

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Prudential Financial's UBS Position: Q4 2024 in Review

Prudential Financial sold out of UBS Group (UBS) in Q4 2024, closing a stake of 15,292 shares — an estimated $473K sold.

Prudential Financial first reported a position in UBS in Q2 2020 and held it in 18 quarters. The position peaked at $725K in Q4 2023. 571 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

  • Prudential Financial reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 15,292 UBS Group shares in Q4 2024, an estimated $473K.
  • Prudential Financial first reported a position in UBS Group in Q2 2020 and held it in 18 quarters.
  • Prudential Financial's UBS Group position peaked at $725K in Q4 2023.
  • 571 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.