U
FFG

UBS’s FBL Financial Group FFG Stock Holding History

UBS’s Portfolio FFG Stock Details FFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$19K Hold
435
– – ﹤0.01% 8096
2014
Q2 		$20K Buy
435
+138
+46% +$6.13K ﹤0.01% 8101
2014
Q1 		$13K Sell
297
-491
-62% -$20.4K ﹤0.01% 8630
2013
Q4 		$35K Buy
+788
New +$35.1K ﹤0.01% 7451
2013
Q3 		– Sell
-113
Closed -$5K – 10838
2013
Q2 		$5K Buy
+113
New +$4.57K ﹤0.01% 9285

Other funds holding FFG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

UBS's FFG Position: Q3 2014 in Review

UBS held its FBL Financial Group (FFG) position steady in Q3 2014 at 435 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #8096.

UBS first reported a position in FFG in Q2 2013 and has held it in 5 quarters since. The position peaked at $35K in Q4 2013. 102 funds tracked by Wall St. Rank hold FFG as of Q3 2014.

  • UBS held 435 shares of FBL Financial Group worth $19K as of Q3 2014.
  • UBS left its FBL Financial Group share count unchanged in Q3 2014.
  • FBL Financial Group made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8096 holding.
  • UBS first reported a position in FBL Financial Group in Q2 2013 and has held it in 5 quarters since.
  • UBS's FBL Financial Group position peaked at $35K in Q4 2013.
  • 102 funds tracked by Wall St. Rank held FBL Financial Group as of Q3 2014.

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