Vident Advisory’s UBS Group UBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.12M Sell
121,820
-2,573
-2% -$86.9K 0.05% 321
2025
Q1
$3.8M Buy
124,393
+11,384
+10% +$348K 0.06% 292
2024
Q4
$3.44M Sell
113,009
-4,336
-4% -$132K 0.06% 289
2024
Q3
$3.63M Buy
117,345
+63,868
+119% +$1.97M 0.09% 224
2024
Q2
$1.58M Buy
53,477
+10,929
+26% +$323K 0.04% 445
2024
Q1
$1.31M Buy
42,548
+5,790
+16% +$178K 0.03% 500
2023
Q4
$1.14M Buy
36,758
+1,912
+5% +$59.1K 0.03% 525
2023
Q3
$859K Buy
+34,846
New +$859K 0.03% 557