The Family Firm’s UBS Group UBS Stock Holding History

The Family Firm’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 Q3	–	Sell	-153	Closed	-$4.52K	–	794
2024 Q2	$4.52K	Buy	+153	New	+$4.55K	﹤0.01%	747

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

The Family Firm's UBS Position: Q3 2024 in Review

The Family Firm sold out of UBS Group (UBS) in Q3 2024, closing a stake of 153 shares — an estimated $4.52K sold.

The Family Firm first reported a position in UBS in Q2 2024 and held it in 1 quarter. The position peaked at $4.52K in Q2 2024. 549 funds tracked by Wall St. Rank hold UBS as of Q3 2024.

The Family Firm reported no remaining UBS Group position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 153 UBS Group shares in Q3 2024, an estimated $4.52K.
The Family Firm first reported a position in UBS Group in Q2 2024 and held it in 1 quarter.
The Family Firm's UBS Group position peaked at $4.52K in Q2 2024.
549 funds tracked by Wall St. Rank held UBS Group as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.