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Stonebridge Capital Advisors’s UBS Group UBS Stock Holding History

Stonebridge Capital Advisors’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
2021
Q3 		– Sell
-900
Closed -$14K – 1107
2021
Q2 		$14K Buy
900
+450
+100% +$7.11K ﹤0.01% 689
2021
Q1 		$7K Buy
+450
New +$6.92K ﹤0.01% 695
2020
Q3 		– Sell
-450
Closed -$5K – 670
2020
Q2 		$5K Hold
450
– – ﹤0.01% 576
2020
Q1 		$4K Hold
450
– – ﹤0.01% 586
2019
Q4 		$6K Buy
+450
New +$5.35K ﹤0.01% 631

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Stonebridge Capital Advisors's UBS Position: Q3 2021 in Review

Stonebridge Capital Advisors sold out of UBS Group (UBS) in Q3 2021, closing a stake of 900 shares — an estimated $14K sold.

Stonebridge Capital Advisors first reported a position in UBS in Q4 2019 and held it in 5 quarters. The position peaked at $14K in Q2 2021. 357 funds tracked by Wall St. Rank hold UBS as of Q3 2021.

  • Stonebridge Capital Advisors reported no remaining UBS Group position as of Q3 2021 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 900 UBS Group shares in Q3 2021, an estimated $14K.
  • Stonebridge Capital Advisors first reported a position in UBS Group in Q4 2019 and held it in 5 quarters.
  • Stonebridge Capital Advisors's UBS Group position peaked at $14K in Q2 2021.
  • 357 funds tracked by Wall St. Rank held UBS Group as of Q3 2021.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.