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QS Investors’s UBS Group UBS Stock Holding History

QS Investors’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
2021
Q2 		$1.22M Hold
74,255
– – 0.01% 441
2021
Q1 		$1.15M Hold
74,255
– – 0.01% 490
2020
Q4 		$1.04M Hold
74,255
– – 0.01% 490
2020
Q3 		$828K Hold
74,255
– – 0.01% 510
2020
Q2 		$857K Sell
74,255
-3,740
-5% -$38.5K 0.01% 765
2020
Q1 		$722K Sell
77,995
-110,452
-59% -$1.27M 0.01% 748
2019
Q4 		$2.37M Buy
188,447
+105,523
+127% +$1.26M 0.02% 544
2019
Q3 		$938K Hold
82,924
– – 0.01% 797
2019
Q2 		$983K Buy
82,924
+5,578
+7% +$68.4K 0.01% 799
2019
Q1 		$937K Buy
77,346
+8,913
+13% +$113K 0.01% 834
2018
Q4 		$847K Buy
68,433
+37
+0.1% +$502 0.01% 810
2018
Q3 		$1.08M Hold
68,396
– – 0.01% 795
2018
Q2 		$1.05M Sell
68,396
-55,076
-45% -$896K 0.01% 777
2018
Q1 		$2.18M Hold
123,472
– – 0.02% 550
2017
Q4 		$2.27M Sell
123,472
-4,898
-4% -$85.1K 0.02% 570
2017
Q3 		$2.2M Sell
128,370
-20,566
-14% -$352K 0.02% 581
2017
Q2 		$2.53M Buy
148,936
+127,306
+589% +$2.07M 0.02% 518
2017
Q1 		$345K Hold
21,630
– – ﹤0.01% 1067
2016
Q4 		$339K Sell
21,630
-2,978
-12% -$44.9K ﹤0.01% 989
2016
Q3 		$335K Sell
24,608
-250,685
-91% -$3.41M ﹤0.01% 981
2016
Q2 		$3.57M Sell
275,293
-20,361
-7% -$311K 0.03% 488
2016
Q1 		$4.74M Sell
295,654
-343,561
-54% -$5.58M 0.05% 395
2015
Q4 		$12.4M Buy
639,215
+6,430
+1% +$125K 0.12% 157
2015
Q3 		$11.7M Buy
632,785
+11,297
+2% +$239K 0.12% 160
2015
Q2 		$13.2M Buy
+621,488
New +$13M 0.16% 140
2015
Q1 		– Sell
-609,637
Closed -$10.4M – 1420
2014
Q4 		$10.4M Buy
+609,637
New +$10.4M 0.12% 198

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

QS Investors's UBS Position: Q2 2021 in Review

QS Investors held its UBS Group (UBS) position steady in Q2 2021 at 74,255 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #441.

QS Investors first reported a position in UBS in Q4 2014 and has held it in 26 quarters since. The position peaked at $13.2M in Q2 2015. 361 funds tracked by Wall St. Rank hold UBS as of Q2 2021.

  • QS Investors held 74,255 shares of UBS Group worth $1.22M as of Q2 2021.
  • QS Investors left its UBS Group share count unchanged in Q2 2021.
  • UBS Group made up 0.01% of QS Investors's portfolio in Q2 2021, its #441 holding.
  • QS Investors first reported a position in UBS Group in Q4 2014 and has held it in 26 quarters since.
  • QS Investors's UBS Group position peaked at $13.2M in Q2 2015.
  • 361 funds tracked by Wall St. Rank held UBS Group as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.