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 Q1	–	Sell	-600	Closed	-$62K	–	10439
2013 Q4	$62K	Buy	600 +500	+500%	+$49.1K	﹤0.01%	6676
2013 Q3	$9K	Hold	100	–	–	﹤0.01%	8892
2013 Q2	$9K	Buy	+100	New	+$8.96K	﹤0.01%	8714

Other funds holding CB

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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. 582 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.
582 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.