Simplicity Wealth’s UBS Group UBS Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-10,527	Closed	-$311K	–	1157
2024 Q2	$311K	Sell	10,527 -1,207	-10%	-$35.9K	0.01%	933
2024 Q1	$360K	Buy	+11,734	New	+$347K	0.01%	851

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCI

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

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

Simplicity Wealth's UBS Position: Q3 2024 in Review

Simplicity Wealth sold out of UBS Group (UBS) in Q3 2024, closing a stake of 10,527 shares — an estimated $311K sold.

Simplicity Wealth first reported a position in UBS in Q1 2024 and held it in 2 quarters. The position peaked at $360K in Q1 2024. 548 funds tracked by Wall St. Rank hold UBS as of Q3 2024.

Simplicity Wealth reported no remaining UBS Group position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 10,527 UBS Group shares in Q3 2024, an estimated $311K.
Simplicity Wealth first reported a position in UBS Group in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's UBS Group position peaked at $360K in Q1 2024.
548 funds tracked by Wall St. Rank held UBS Group as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.