SEC
UBS icon

Seven Eight Capital’s UBS Group UBS Stock Holding History

Seven Eight Capital’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
2024
Q4 		– Sell
-33,293
Closed -$1.03M – 612
2024
Q3 		$1.03M Buy
33,293
+2,156
+7% +$64.8K 0.09% 382
2024
Q2 		$920K Sell
31,137
-17,529
-36% -$521K 0.1% 385
2024
Q1 		$1.5M Sell
48,666
-515
-1% -$15.2K 0.16% 204
2023
Q4 		$1.52M Buy
+49,181
New +$1.29M 0.18% 174
2019
Q3 		– Sell
-78,353
Closed -$928K – 732
2019
Q2 		$928K Buy
+78,353
New +$960K 0.05% 416
2018
Q2 		– Sell
-230,258
Closed -$4.07M – 593
2018
Q1 		$4.07M Buy
+230,258
New +$4.38M 0.33% 122
2017
Q1 		– Sell
-5,058
Closed -$79K – 687
2016
Q4 		$79K Buy
+5,058
New +$76.2K 0.02% 475
2015
Q2 		– Sell
-1,400
Closed -$26K – 667
2015
Q1 		$26K Buy
+1,400
New +$24.4K 0.04% 339

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Seven Eight Capital's UBS Position: Q4 2024 in Review

Seven Eight Capital sold out of UBS Group (UBS) in Q4 2024, closing a stake of 33,293 shares — an estimated $1.03M sold.

Seven Eight Capital first reported a position in UBS in Q1 2015 and held it in 8 quarters. The position peaked at $4.07M in Q1 2018. 572 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

  • Seven Eight Capital reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 33,293 UBS Group shares in Q4 2024, an estimated $1.03M.
  • Seven Eight Capital first reported a position in UBS Group in Q1 2015 and held it in 8 quarters.
  • Seven Eight Capital's UBS Group position peaked at $4.07M in Q1 2018.
  • 572 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.