Selective Wealth Management’s UBS Group UBS Stock Holding History

Selective Wealth 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
2022 Q4	–	Sell	-8,528	Closed	-$124K	–	678
2022 Q3	$124K	Hold	8,528	–	–	0.05%	175
2022 Q2	$138K	Buy	8,528 +3,407	+67%	+$59.7K	0.05%	185
2022 Q1	$100K	Buy	+5,121	New	+$96.9K	0.04%	211

Other funds holding UBS

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PAMS

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

Selective Wealth Management's UBS Position: Q4 2022 in Review

Selective Wealth Management sold out of UBS Group (UBS) in Q4 2022, closing a stake of 8,528 shares — an estimated $124K sold.

Selective Wealth Management first reported a position in UBS in Q1 2022 and held it in 3 quarters. The position peaked at $138K in Q2 2022. 376 funds tracked by Wall St. Rank hold UBS as of Q4 2022.

Selective Wealth Management reported no remaining UBS Group position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 8,528 UBS Group shares in Q4 2022, an estimated $124K.
Selective Wealth Management first reported a position in UBS Group in Q1 2022 and held it in 3 quarters.
Selective Wealth Management's UBS Group position peaked at $138K in Q2 2022.
376 funds tracked by Wall St. Rank held UBS Group as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.