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Springhouse Capital Management’s UBS Group UBS Stock Holding History

Springhouse Capital 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
2023
Q3 		$505K Hold
20,500
– – 0.91% 15
2023
Q2 		$416K Buy
+20,500
New +$412K 0.7% 17

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 $315B AUM 27.84% 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
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
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Springhouse Capital Management's UBS Position: Q3 2023 in Review

Springhouse Capital Management held its UBS Group (UBS) position steady in Q3 2023 at 20,500 shares worth $505K. The position accounts for 0.91% of the portfolio, ranked #15.

Springhouse Capital Management first reported a position in UBS in Q2 2023 and has held it in 2 quarters since. 485 funds tracked by Wall St. Rank hold UBS as of Q3 2023.

  • Springhouse Capital Management held 20,500 shares of UBS Group worth $505K as of Q3 2023.
  • Springhouse Capital Management left its UBS Group share count unchanged in Q3 2023.
  • UBS Group made up 0.91% of Springhouse Capital Management's portfolio in Q3 2023, its #15 holding.
  • Springhouse Capital Management first reported a position in UBS Group in Q2 2023 and has held it in 2 quarters since.
  • 485 funds tracked by Wall St. Rank held UBS Group as of Q3 2023.

Based on Springhouse Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.