Steward Financial Group’s UBS Group UBS Stock Holding History

Steward Financial Group’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	$5K	Buy	+214	New	+$5K	﹤0.01%	658

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Steward Financial Group's UBS Position: Q3 2023 in Review

Steward Financial Group opened a new position in UBS Group (UBS) in Q3 2023: 214 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #658 among its holdings.

484 funds tracked by Wall St. Rank hold UBS as of Q3 2023.

Steward Financial Group held 214 shares of UBS Group worth $5K as of Q3 2023.
UBS Group was a new Steward Financial Group position in Q3 2023.
UBS Group made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #658 holding.
484 funds tracked by Wall St. Rank held UBS Group as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.