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UBS’s Chubb CB Stock Holding History

UBS’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$70.9M Buy
676,234
+121,824
+22% +$12.7M 0.05% 355
2014
Q2 		$57.5M Buy
554,410
+6,288
+1% +$644K 0.05% 399
2014
Q1 		$54.3M Sell
548,122
-25,328
-4% -$2.46M 0.05% 384
2013
Q4 		$59.4M Buy
573,450
+62,119
+12% +$6.1M 0.06% 337
2013
Q3 		$47.8M Buy
511,331
+162,360
+47% +$14.8M 0.05% 351
2013
Q2 		$31.2M Buy
+348,971
New +$31.3M 0.04% 461

Other funds holding CB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS's CB Position: Q3 2014 in Review

UBS increased its Chubb (CB) stake by 22% in Q3 2014, buying an estimated $12.7M and bringing the position to 676,234 shares worth $70.9M. The position accounts for 0.05% of the portfolio, ranked #355.

UBS first reported a position in CB in Q2 2013 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold CB as of Q3 2014.

  • UBS held 676,234 shares of Chubb worth $70.9M as of Q3 2014.
  • UBS bought 121,824 Chubb shares in Q3 2014, an estimated $12.7M.
  • Chubb made up 0.05% of UBS's portfolio in Q3 2014, its #355 holding.
  • UBS first reported a position in Chubb in Q2 2013 and has held it in 6 quarters since.
  • 583 funds tracked by Wall St. Rank held Chubb as of Q3 2014.

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