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Schubert & Co’s UBS Group UBS Stock Holding History

Schubert & Co’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
-269
Closed -$5.74K – 1427
2023
Q1 		$5.74K Buy
269
+100
+59% +$2.09K 0.01% 400
2022
Q4 		$3.15K Sell
169
-122
-42% -$2.08K ﹤0.01% 622
2022
Q3 		$4K Buy
291
+30
+11% +$480 ﹤0.01% 546
2022
Q2 		$4K Buy
+261
New +$4.58K ﹤0.01% 496

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Schubert & Co's UBS Position: Q2 2023 in Review

Schubert & Co sold out of UBS Group (UBS) in Q2 2023, closing a stake of 269 shares — an estimated $5.74K sold.

Schubert & Co first reported a position in UBS in Q2 2022 and held it in 4 quarters. The position peaked at $5.74K in Q1 2023. 457 funds tracked by Wall St. Rank hold UBS as of Q2 2023.

  • Schubert & Co reported no remaining UBS Group position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 269 UBS Group shares in Q2 2023, an estimated $5.74K.
  • Schubert & Co first reported a position in UBS Group in Q2 2022 and held it in 4 quarters.
  • Schubert & Co's UBS Group position peaked at $5.74K in Q1 2023.
  • 457 funds tracked by Wall St. Rank held UBS Group as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.