Stifel Financial’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Buy |
547,729
+10,194
| +2% | +$345K | 0.02% | 626 |
|
|
2025
Q1 | $16.5M | Sell |
537,535
-51,967
| -9% | -$1.59M | 0.02% | 640 |
|
|
2024
Q4 | $17.9M | Buy |
589,502
+360
| +0.1% | +$10.9K | 0.02% | 607 |
|
|
2024
Q3 | $18.2M | Buy |
589,142
+22,704
| +4% | +$702K | 0.02% | 612 |
|
|
2024
Q2 | $16.7M | Sell |
566,438
-29,383
| -5% | -$868K | 0.02% | 606 |
|
|
2024
Q1 | $18.3M | Buy |
595,821
+3,586
| +0.6% | +$110K | 0.02% | 584 |
|
|
2023
Q4 | $18.3M | Buy |
592,235
+358,631
| +154% | +$11.1M | 0.02% | 542 |
|
|
2023
Q3 | $5.76M | Sell |
233,604
-555
| -0.2% | -$13.7K | 0.01% | 965 |
|
|
2023
Q2 | $4.75M | Buy |
234,159
+98,058
| +72% | +$1.99M | 0.01% | 1070 |
|
|
2023
Q1 | $2.9M | Buy |
136,101
+43,282
| +47% | +$924K | ﹤0.01% | 1337 |
|
|
2022
Q4 | $1.73M | Buy |
92,819
+6,407
| +7% | +$120K | ﹤0.01% | 1619 |
|
|
2022
Q3 | $1.25M | Buy |
86,412
+5,196
| +6% | +$75.4K | ﹤0.01% | 1801 |
|
|
2022
Q2 | $1.32M | Sell |
81,216
-68,865
| -46% | -$1.12M | ﹤0.01% | 1799 |
|
|
2022
Q1 | $2.93M | Sell |
150,081
-85,400
| -36% | -$1.67M | ﹤0.01% | 1364 |
|
|
2021
Q4 | $4.21M | Buy |
235,481
+62,571
| +36% | +$1.12M | 0.01% | 1163 |
|
|
2021
Q3 | $2.76M | Buy |
172,910
+2,070
| +1% | +$33K | ﹤0.01% | 1371 |
|
|
2021
Q2 | $2.62M | Sell |
170,840
-18,020
| -10% | -$276K | ﹤0.01% | 1432 |
|
|
2021
Q1 | $2.93M | Sell |
188,860
-234,635
| -55% | -$3.64M | ﹤0.01% | 1267 |
|
|
2020
Q4 | $5.98M | Buy |
423,495
+130,603
| +45% | +$1.85M | 0.01% | 804 |
|
|
2020
Q3 | $3.27M | Buy |
292,892
+3,576
| +1% | +$39.9K | 0.01% | 962 |
|
|
2020
Q2 | $3.34M | Sell |
289,316
-33,980
| -11% | -$392K | 0.01% | 910 |
|
|
2020
Q1 | $3M | Sell |
323,296
-89,236
| -22% | -$827K | 0.01% | 858 |
|
|
2019
Q4 | $5.2M | Sell |
412,532
-19,780
| -5% | -$249K | 0.01% | 865 |
|
|
2019
Q3 | $4.87M | Sell |
432,312
-165,876
| -28% | -$1.87M | 0.01% | 847 |
|
|
2019
Q2 | $7.07M | Buy |
598,188
+174,244
| +41% | +$2.06M | 0.02% | 712 |
|
|
2019
Q1 | $5.13M | Buy |
423,944
+6,048
| +1% | +$73.2K | 0.01% | 806 |
|
|
2018
Q4 | $5.18M | Sell |
417,896
-23,971
| -5% | -$297K | 0.02% | 752 |
|
|
2018
Q3 | $6.95M | Sell |
441,867
-36,038
| -8% | -$567K | 0.02% | 692 |
|
|
2018
Q2 | $7.35M | Buy |
477,905
+173,830
| +57% | +$2.67M | 0.02% | 639 |
|
|
2018
Q1 | $5.37M | Sell |
304,075
-45,676
| -13% | -$807K | 0.02% | 755 |
|
|
2017
Q4 | $6.43M | Buy |
349,751
+6,124
| +2% | +$113K | 0.02% | 674 |
|
|
2017
Q3 | $5.89M | Buy |
343,627
+5,946
| +2% | +$102K | 0.02% | 677 |
|
|
2017
Q2 | $5.75M | Buy |
337,681
+28,419
| +9% | +$484K | 0.02% | 667 |
|
|
2017
Q1 | $4.94M | Buy |
309,262
+22,191
| +8% | +$355K | 0.02% | 700 |
|
|
2016
Q4 | $4.51M | Buy |
287,071
+53,177
| +23% | +$835K | 0.02% | 696 |
|
|
2016
Q3 | $3.19M | Buy |
233,894
+10,863
| +5% | +$148K | 0.01% | 808 |
|
|
2016
Q2 | $2.89M | Buy |
+223,031
| New | +$2.89M | 0.01% | 837 |
|
|
2016
Q1 | – | Sell |
-228,820
| Closed | -$4.44M | – | 2382 |
|
|
2015
Q4 | $4.44M | Sell |
228,820
-29,576
| -11% | -$573K | 0.02% | 610 |
|
|
2015
Q3 | $4.78M | Buy |
258,396
+67,328
| +35% | +$1.25M | 0.03% | 534 |
|
|
2015
Q2 | $4.04M | Buy |
191,068
+1,287
| +0.7% | +$27.2K | 0.02% | 666 |
|
|
2015
Q1 | $3.57M | Buy |
189,781
+6,923
| +4% | +$130K | 0.02% | 718 |
|
|
2014
Q4 | $3.1M | Buy |
+182,858
| New | +$3.1M | 0.02% | 735 |
|