Sumitomo Mitsui Trust Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,199,245
| Closed | -$222M | – | 1141 |
|
|
2024
Q1 | $222M | Buy |
7,199,245
+14,492
| +0.2% | +$446K | 0.15% | 146 |
|
|
2023
Q4 | $223M | Sell |
7,184,753
-51,664
| -0.7% | -$1.61M | 0.17% | 134 |
|
|
2023
Q3 | $180M | Sell |
7,236,417
-169,419
| -2% | -$4.2M | 0.15% | 146 |
|
|
2023
Q2 | $150M | Sell |
7,405,836
-2,106,970
| -22% | -$42.6M | 0.12% | 181 |
|
|
2023
Q1 | $201M | Buy |
9,512,806
+494,441
| +5% | +$10.4M | 0.15% | 150 |
|
|
2022
Q4 | $168M | Sell |
9,018,365
-551,715
| -6% | -$10.3M | 0.13% | 175 |
|
|
2022
Q3 | $141M | Sell |
9,570,080
-715,956
| -7% | -$10.5M | 0.12% | 199 |
|
|
2022
Q2 | $166M | Buy |
10,286,036
+869,126
| +9% | +$14M | 0.13% | 180 |
|
|
2022
Q1 | $185M | Buy |
+9,416,910
| New | +$185M | 0.12% | 176 |
|