Renaissance Group’s UBS Group UBS Stock Holding History

Renaissance Group’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
2023 Q2	–	Sell	-309,714	Closed	-$6.61M	–	279
2023 Q1	$6.61M	Sell	309,714 -87,664	-22%	-$1.83M	0.3%	88
2022 Q4	$7.42M	Sell	397,378 -19,288	-5%	-$328K	0.36%	63
2022 Q3	$6.05M	Sell	416,666 -16,778	-4%	-$269K	0.33%	73
2022 Q2	$7.03M	Sell	433,444 -14,109	-3%	-$247K	0.36%	73
2022 Q1	$8.74M	Sell	447,553 -89,757	-17%	-$1.7M	0.39%	71
2021 Q4	$9.6M	Sell	537,310 -60,031	-10%	-$1.06M	0.39%	69
2021 Q3	$9.52M	Sell	597,341 -45,729	-7%	-$741K	0.41%	78
2021 Q2	$9.87M	Sell	643,070 -51,573	-7%	-$814K	0.41%	93
2021 Q1	$10.8M	Buy	+694,643	New	+$10.7M	0.46%	81

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Massachusetts Financial Services

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Zurich Cantonal Bank

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

Fidelity Investments

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return