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UBS’s Aflac AFL Stock Holding History

UBS’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$204K Sell
7,000
-800
-10% -$24.3K ﹤0.01% 5158
2014
Q2 		$242K Sell
7,800
-775,374
-99% -$24.2M ﹤0.01% 4948
2014
Q1 		$24.7M Buy
783,174
+376,974
+93% +$12M 0.02% 687
2013
Q4 		$13.6M Buy
406,200
+187,800
+86% +$6.16M 0.01% 1054
2013
Q3 		$6.77M Sell
218,400
-551,974
-72% -$16.6M 0.01% 1447
2013
Q2 		$22.4M Buy
+770,374
New +$20.9M 0.03% 598

Other funds holding AFL

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS's AFL Position: Q3 2014 in Review

UBS increased its Aflac (AFL) stake by 5% in Q3 2014, buying an estimated $14.2M and bringing the position to 9,788,166 shares worth $285M. The position accounts for 0.21% of the portfolio, ranked #92.

UBS first reported a position in AFL in Q2 2013 and has held it in 6 quarters since. The position peaked at $290M in Q2 2014. 767 funds tracked by Wall St. Rank hold AFL as of Q3 2014.

  • UBS held 9,788,166 shares of Aflac worth $285M as of Q3 2014.
  • UBS bought 466,760 Aflac shares in Q3 2014, an estimated $14.2M.
  • Aflac made up 0.21% of UBS's portfolio in Q3 2014, its #92 holding.
  • UBS first reported a position in Aflac in Q2 2013 and has held it in 6 quarters since.
  • UBS's Aflac position peaked at $290M in Q2 2014.
  • 767 funds tracked by Wall St. Rank held Aflac as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.