UBS’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

UBS’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$523M	Buy	25,727,604 +10,785,307	+72%	+$218M	0.39%	38
2014 Q2	$298M	Sell	14,942,297 -62,597	-0.4%	-$1.22M	0.23%	91
2014 Q1	$294M	Buy	15,004,894 +39,063	+0.3%	+$746K	0.26%	74
2013 Q4	$287M	Buy	14,965,831 +4,578,995	+44%	+$84.2M	0.27%	71
2013 Q3	$181M	Sell	10,386,836 -615,329	-6%	-$10.9M	0.19%	121
2013 Q2	$188M	Buy	+11,002,165	New	+$185M	0.22%	89

Other funds holding XLF

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

UBS's XLF Position: Q3 2014 in Review

UBS increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 72% in Q3 2014, buying an estimated $218M and bringing the position to 25,727,604 shares worth $523M. The position accounts for 0.39% of the portfolio, ranked #38.

UBS first reported a position in XLF in Q2 2013 and has held it in 6 quarters since. 548 funds tracked by Wall St. Rank hold XLF as of Q3 2014.

UBS held 25,727,604 shares of State Street Financial Select Sector SPDR ETF worth $523M as of Q3 2014.
UBS bought 10,785,307 State Street Financial Select Sector SPDR ETF shares in Q3 2014, an estimated $218M.
State Street Financial Select Sector SPDR ETF made up 0.39% of UBS's portfolio in Q3 2014, its #38 holding.
UBS first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 6 quarters since.
548 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2014.

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