swisspartners’s UBS Group UBS Stock Holding History

swisspartners’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
2022 Q4	$1.21M	Buy	65,229 +3,000	+5%	+$51K	1.55%	23
2022 Q3	$912K	Buy	62,229 +1,701	+3%	+$27.2K	0.94%	32
2022 Q2	$1.01M	Hold	60,528	–	–	0.96%	29
2022 Q1	$1.19M	Sell	60,528 -2,045	-3%	-$38.7K	0.94%	31
2021 Q4	$1.14M	Hold	62,573	–	–	0.81%	31
2021 Q3	$1.01M	Sell	62,573 -1,500	-2%	-$24.3K	0.78%	31
2021 Q2	$981K	Sell	64,073 -2,609	-4%	-$41.2K	0.7%	39
2021 Q1	$1.03M	Hold	66,682	–	–	0.84%	31
2020 Q4	$926K	Buy	+66,682	New	+$883K	0.81%	31

Other funds holding UBS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

swisspartners's UBS Position: Q4 2022 in Review

swisspartners increased its UBS Group (UBS) stake by 4.8% in Q4 2022, buying an estimated $51K and bringing the position to 65,229 shares worth $1.21M. The position accounts for 1.55% of the portfolio, ranked #23.

swisspartners first reported a position in UBS in Q4 2020 and has held it in 9 quarters since. 376 funds tracked by Wall St. Rank hold UBS as of Q4 2022.

swisspartners held 65,229 shares of UBS Group worth $1.21M as of Q4 2022.
swisspartners bought 3,000 UBS Group shares in Q4 2022, an estimated $51K.
UBS Group made up 1.55% of swisspartners's portfolio in Q4 2022, its #23 holding.
swisspartners first reported a position in UBS Group in Q4 2020 and has held it in 9 quarters since.
376 funds tracked by Wall St. Rank held UBS Group as of Q4 2022.

Based on swisspartners's 13F filing for Q4 2022, filed 14 Feb 2023.