UBS Group
SWIM icon

UBS Group’s Latham Group SWIM Stock Holding History

UBS Group’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$785K Sell
146,105
-809,762
-85% -$5.16M ﹤0.01% 5740
2025
Q4 		$6.07M Buy
955,867
+903,032
+1,709% +$6.32M ﹤0.01% 3821
2025
Q3 		$402K Sell
52,835
-202,241
-79% -$1.49M ﹤0.01% 6247
2025
Q2 		$1.63M Buy
255,076
+99,213
+64% +$577K ﹤0.01% 5018
2025
Q1 		$1M Sell
155,863
-130,434
-46% -$877K ﹤0.01% 5282
2024
Q4 		$1.99M Buy
286,297
+244,475
+585% +$1.64M ﹤0.01% 4719
2024
Q3 		$284K Buy
41,822
+29,045
+227% +$141K ﹤0.01% 5612
2024
Q2 		$38.7K Sell
12,777
-28,648
-69% -$99.8K ﹤0.01% 6887
2024
Q1 		$164K Sell
41,425
-4,829
-10% -$13.8K ﹤0.01% 5974
2023
Q4 		$122K Buy
46,254
+14,581
+46% +$36.1K ﹤0.01% 6071
2023
Q3 		$88.7K Buy
31,673
+31,237
+7,164% +$113K ﹤0.01% 5906
2023
Q2 		$1.62K Sell
436
-18,441
-98% -$56.3K ﹤0.01% 7884
2023
Q1 		$54K Buy
18,877
+5,759
+44% +$20.2K ﹤0.01% 6397
2022
Q4 		$42.2K Sell
13,118
-50,236
-79% -$181K ﹤0.01% 6926
2022
Q3 		$227K Buy
63,354
+62,265
+5,718% +$355K ﹤0.01% 4976
2022
Q2 		$8K Sell
1,089
-3,304
-75% -$35.1K ﹤0.01% 8349
2022
Q1 		$58K Sell
4,393
-6,955
-61% -$116K ﹤0.01% 6355
2021
Q4 		$284K Buy
11,348
+10,313
+996% +$204K ﹤0.01% 5412
2021
Q3 		$17K Hold
1,035
– – ﹤0.01% 7352
2021
Q2 		$33K Buy
+1,035
New +$30.2K ﹤0.01% 6832

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return