Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s UBS Group UBS Stock Holding History

Sumitomo Mitsui Trust 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
2024
Q2 		– Sell
-7,199,245
Closed -$222M – 1141
2024
Q1 		$222M Buy
7,199,245
+14,492
+0.2% +$428K 0.15% 146
2023
Q4 		$223M Sell
7,184,753
-51,664
-0.7% -$1.36M 0.17% 134
2023
Q3 		$180M Sell
7,236,417
-169,419
-2% -$3.96M 0.15% 146
2023
Q2 		$150M Sell
7,405,836
-2,106,970
-22% -$42.4M 0.12% 181
2023
Q1 		$201M Buy
9,512,806
+494,441
+5% +$10.3M 0.15% 150
2022
Q4 		$168M Sell
9,018,365
-551,715
-6% -$9.38M 0.13% 175
2022
Q3 		$141M Sell
9,570,080
-715,956
-7% -$11.5M 0.12% 199
2022
Q2 		$166M Buy
10,286,036
+869,126
+9% +$15.2M 0.13% 180
2022
Q1 		$185M Buy
+9,416,910
New +$178M 0.12% 176

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sumitomo Mitsui Trust Group's UBS Position: Q2 2024 in Review

Sumitomo Mitsui Trust Group sold out of UBS Group (UBS) in Q2 2024, closing a stake of 7,199,245 shares — an estimated $222M sold.

Sumitomo Mitsui Trust Group first reported a position in UBS in Q1 2022 and held it in 9 quarters. The position peaked at $223M in Q4 2023. 552 funds tracked by Wall St. Rank hold UBS as of Q2 2024.

  • Sumitomo Mitsui Trust Group reported no remaining UBS Group position as of Q2 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 7,199,245 UBS Group shares in Q2 2024, an estimated $222M.
  • Sumitomo Mitsui Trust Group first reported a position in UBS Group in Q1 2022 and held it in 9 quarters.
  • Sumitomo Mitsui Trust Group's UBS Group position peaked at $223M in Q4 2023.
  • 552 funds tracked by Wall St. Rank held UBS Group as of Q2 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2024, filed 19 Jul 2024.