UBS Group’s Credit Suisse Group CS Stock Holding History

UBS Group’s Portfolio CS Stock Details CS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-559,600	Closed	-$9.99M	–	8279
2017 Q4	$9.99M	Buy	559,600 +357,378	+177%	+$5.91M	﹤0.01%	1719
2017 Q3	$3.19M	Buy	+202,222	New	+$3.07M	﹤0.01%	2645
2017 Q2	–	Sell	-1,216,500	Closed	-$18.1M	–	8088
2017 Q1	$18.1M	Buy	+1,216,500	New	+$18.6M	0.01%	1096
2015 Q1	–	Sell	-3,400	Closed	-$85K	–	9547
2014 Q4	$85K	Buy	+3,400	New	+$89.1K	﹤0.01%	5879

Other funds holding CS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

UBS Group's CS Position: Q2 2023 in Review

UBS Group sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 1,593,490 shares — an estimated $1.42M sold.

UBS Group first reported a position in CS in Q4 2014 and held it in 34 quarters. The position peaked at $44.4M in Q4 2017. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

UBS Group reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
UBS Group sold 1,593,490 Credit Suisse Group shares in Q2 2023, an estimated $1.42M.
UBS Group first reported a position in Credit Suisse Group in Q4 2014 and held it in 34 quarters.
UBS Group's Credit Suisse Group position peaked at $44.4M in Q4 2017.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on UBS Group's 13F filing for Q2 2023, filed 11 Aug 2023.