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RS Investment Management’s UBS Group UBS Stock Holding History

RS Investment Management’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
2016
Q2 		$834K Hold
66,354
– – 0.01% 330
2016
Q1 		$1.03M Sell
66,354
-33,741
-34% -$548K 0.01% 314
2015
Q4 		$1.95M Buy
100,095
+54,573
+120% +$1.06M 0.02% 287
2015
Q3 		$820K Buy
+45,522
New +$965K 0.01% 308

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

RS Investment Management's UBS Position: Q2 2016 in Review

RS Investment Management held its UBS Group (UBS) position steady in Q2 2016 at 66,354 shares worth $834K. The position accounts for 0.01% of the portfolio, ranked #330.

RS Investment Management first reported a position in UBS in Q3 2015 and has held it in 4 quarters since. The position peaked at $1.95M in Q4 2015. 252 funds tracked by Wall St. Rank hold UBS as of Q2 2016.

  • RS Investment Management held 66,354 shares of UBS Group worth $834K as of Q2 2016.
  • RS Investment Management left its UBS Group share count unchanged in Q2 2016.
  • UBS Group made up 0.01% of RS Investment Management's portfolio in Q2 2016, its #330 holding.
  • RS Investment Management first reported a position in UBS Group in Q3 2015 and has held it in 4 quarters since.
  • RS Investment Management's UBS Group position peaked at $1.95M in Q4 2015.
  • 252 funds tracked by Wall St. Rank held UBS Group as of Q2 2016.

Based on RS Investment Management's 13F filing for Q2 2016, filed 26 Jul 2016.