Raymond James Financial
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Raymond James Financial’s UBS Group UBS Stock Holding History

Raymond James Financial’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$17.6M Sell
521,054
-272,431
-34% -$9.21M 0.01% 1465
2025
Q1 		$24.3M Sell
793,485
-243,752
-24% -$7.47M 0.01% 1161
2024
Q4 		$31.4M Buy
+1,037,237
New +$31.4M 0.01% 1003