River Global Investors’s UBS Group UBS Stock Holding History

River Global 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
2019 Q1	–	Sell	-560,610	Closed	-$6.96M	–	150
2018 Q4	$6.96M	Buy	560,610 +145,749	+35%	+$1.98M	0.6%	51
2018 Q3	$6.58M	Buy	414,861 +39,007	+10%	+$613K	0.6%	46
2018 Q2	$5.8M	Buy	375,854 +17,135	+5%	+$279K	0.6%	54
2018 Q1	$6.29M	Sell	358,719 -11,161	-3%	-$212K	0.73%	36
2017 Q4	$6.81M	Buy	369,880 +69,990	+23%	+$1.22M	0.76%	38
2017 Q3	$5.13M	Buy	299,890 +10,000	+3%	+$171K	0.76%	37
2017 Q2	$4.91M	Sell	289,890 -9,890	-3%	-$161K	0.91%	33
2017 Q1	$4.8M	Buy	299,780 +7,237	+2%	+$116K	1.07%	29
2016 Q4	$4.59M	Buy	292,543 +50,500	+21%	+$761K	1.3%	25
2016 Q3	$3.3M	Buy	+242,043	New	+$3.3M	1.05%	38

Other funds holding UBS

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

River Global Investors's UBS Position: Q1 2019 in Review

River Global Investors sold out of UBS Group (UBS) in Q1 2019, closing a stake of 560,610 shares — an estimated $6.96M sold.

River Global Investors first reported a position in UBS in Q3 2016 and held it in 10 quarters. The position peaked at $6.96M in Q4 2018. 327 funds tracked by Wall St. Rank hold UBS as of Q1 2019.

River Global Investors reported no remaining UBS Group position as of Q1 2019 after selling out during the quarter.
River Global Investors sold 560,610 UBS Group shares in Q1 2019, an estimated $6.96M.
River Global Investors first reported a position in UBS Group in Q3 2016 and held it in 10 quarters.
River Global Investors's UBS Group position peaked at $6.96M in Q4 2018.
327 funds tracked by Wall St. Rank held UBS Group as of Q1 2019.

Based on River Global Investors's 13F filing for Q1 2019, filed 10 May 2019.