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SVB Wealth’s ASE Group ASX Stock Holding History

SVB Wealth’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,782
Closed -$68.2K – 567
2025
Q1 		$68.2K Buy
+7,782
New +$79.1K ﹤0.01% 474
2021
Q4 		– Sell
-10,537
Closed -$82K – 820
2021
Q3 		$82K Buy
+10,537
New +$91.6K ﹤0.01% 944
2020
Q1 		– Sell
-15,274
Closed -$85K – 596
2019
Q4 		$85K Buy
+15,274
New +$78.4K ﹤0.01% 600

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

SVB Wealth's ASX Position: Q2 2025 in Review

SVB Wealth sold out of ASE Group (ASX) in Q2 2025, closing a stake of 7,782 shares — an estimated $68.2K sold.

SVB Wealth first reported a position in ASX in Q4 2019 and held it in 3 quarters. The position peaked at $85K in Q4 2019. 280 funds tracked by Wall St. Rank hold ASX as of Q2 2025.

  • SVB Wealth reported no remaining ASE Group position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 7,782 ASE Group shares in Q2 2025, an estimated $68.2K.
  • SVB Wealth first reported a position in ASE Group in Q4 2019 and held it in 3 quarters.
  • SVB Wealth's ASE Group position peaked at $85K in Q4 2019.
  • 280 funds tracked by Wall St. Rank held ASE Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.