Sandy Spring Bank’s UBS Group UBS Stock Holding History

Sandy Spring Bank’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
2025 Q1	$78.5K	Hold	2,564	–	–	﹤0.01%	490
2024 Q4	$77.7K	Hold	2,564	–	–	﹤0.01%	500
2024 Q3	$79.3K	Buy	+2,564	New	+$77.1K	﹤0.01%	504
2024 Q2	–	Sell	-200	Closed	-$6.14K	–	1338
2024 Q1	$6.14K	Buy	+200	New	+$5.91K	﹤0.01%	933
2019 Q1	–	Sell	-600	Closed	-$7K	–	804
2018 Q4	$7K	Sell	600 -654	-52%	-$8.87K	﹤0.01%	704
2018 Q3	$20K	Hold	1,254	–	–	﹤0.01%	594
2018 Q2	$19K	Hold	1,254	–	–	﹤0.01%	592
2018 Q1	$22K	Sell	1,254 -795	-39%	-$15.1K	﹤0.01%	589
2017 Q4	$38K	Buy	+2,049	New	+$35.6K	﹤0.01%	488
2016 Q2	–	Sell	-110	Closed	-$2K	–	942
2016 Q1	$2K	Hold	110	–	–	﹤0.01%	898
2015 Q4	$2K	Buy	+110	New	+$2.15K	﹤0.01%	875

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

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

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

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Sandy Spring Bank's UBS Position: Q1 2025 in Review

Sandy Spring Bank held its UBS Group (UBS) position steady in Q1 2025 at 2,564 shares worth $78.5K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Sandy Spring Bank first reported a position in UBS in Q4 2015 and has held it in 11 quarters since. The position peaked at $79.3K in Q3 2024. 585 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

Sandy Spring Bank held 2,564 shares of UBS Group worth $78.5K as of Q1 2025.
Sandy Spring Bank left its UBS Group share count unchanged in Q1 2025.
UBS Group made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #490 holding.
Sandy Spring Bank first reported a position in UBS Group in Q4 2015 and has held it in 11 quarters since.
Sandy Spring Bank's UBS Group position peaked at $79.3K in Q3 2024.
585 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.