Pzena Investment Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830M | Buy |
|
|||||
|
2025
Q1 | $789M | Sell |
|
|||||
|
2024
Q4 | $821M | Sell |
|
|||||
|
2024
Q3 | $803M | Buy |
|
|||||
|
2024
Q2 | $792M | Buy |
|
|||||
|
2024
Q1 | $823M | Sell |
|
|||||
|
2023
Q4 | $787M | Buy |
|
|||||
|
2023
Q3 | $151M | Sell |
|
|||||
|
2023
Q2 | $124M | Buy |
|
|||||
|
2023
Q1 | $80.9M | Sell |
|
|||||
|
2022
Q4 | $81.3M | Sell |
|
|||||
|
2022
Q3 | $71.6M | Sell |
|
|||||
|
2022
Q2 | $82.5M | Sell |
|
|||||
|
2022
Q1 | $128M | Sell |
|
|||||
|
2021
Q4 | $118M | Sell |
|
|||||
|
2021
Q3 | $106M | Buy |
|
|||||
|
2021
Q2 | $99.9M | Buy |
|
|||||
|
2021
Q1 | $96.8M | Buy |
|
|||||
|
2020
Q4 | $84.4M | Sell |
|
|||||
|
2020
Q3 | $67.3M | Sell |
|
|||||
|
2020
Q2 | $83.4M | Sell |
|
|||||
|
2020
Q1 | $72.4M | Buy |
|
|||||
|
2019
Q4 | $96.2M | Buy |
|
|||||
|
2019
Q3 | $79.5M | Sell |
|
|||||
|
2019
Q2 | $91M | Sell |
|
|||||
|
2019
Q1 | $96.7M | Buy |
|
|||||
|
2018
Q4 | $96.9M | Sell |
|
|||||
|
2018
Q3 | $125M | Sell |
|
|||||
|
2018
Q2 | $165M | Buy |
|
|||||
|
2018
Q1 | $189M | Sell |
|
|||||
|
2017
Q4 | $204M | Sell |
|
|||||
|
2017
Q3 | $190M | Sell |
|
|||||
|
2017
Q2 | $189M | Sell |
|
|||||
|
2017
Q1 | $178M | Sell |
|
|||||
|
2016
Q4 | $180M | Sell |
|
|||||
|
2016
Q3 | $158M | Sell |
|
|||||
|
2016
Q2 | $161M | Buy |
|
|||||
|
2016
Q1 | $195M | Sell |
|
|||||
|
2015
Q4 | $239M | Sell |
|
|||||
|
2015
Q3 | $234M | Sell |
|
|||||
|
2015
Q2 | $271M | Sell |
|
|||||
|
2015
Q1 | $291M | Sell |
|
|||||
|
2014
Q4 | $268M | Buy |
|