UBS AM
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UBS AM’s Financial Institutions FISI Stock Holding History

UBS AM’s Portfolio FISI Stock Details FISI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.89K Buy
2020
Q1 		– Sell
2019
Q4 		$462K Buy
2019
Q3 		$217K Hold
2019
Q2 		$210K Buy
2018
Q4 		– Sell
2018
Q3 		$226K Hold
2018
Q2 		$237K Hold
2018
Q1 		$213K Hold
2017
Q4 		$224K Buy