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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 $5.7T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return