Vontobel Holding’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468M | Sell |
13,823,767
-3,322,417
| -19% | -$112M | 1.49% | 16 |
|
|
2025
Q1 | $521M | Buy |
17,146,184
+701,116
| +4% | +$21.3M | 1.9% | 12 |
|
|
2024
Q4 | $502M | Buy |
16,445,068
+301,394
| +2% | +$9.21M | 1.72% | 14 |
|
|
2024
Q3 | $497M | Buy |
16,143,674
+26,061
| +0.2% | +$803K | 1.61% | 14 |
|
|
2024
Q2 | $474M | Buy |
16,117,613
+1,379,794
| +9% | +$40.6M | 1.54% | 19 |
|
|
2024
Q1 | $453M | Buy |
14,737,819
+4,962,455
| +51% | +$153M | 3.63% | 3 |
|
|
2023
Q4 | $303M | Sell |
9,775,364
-1,431,986
| -13% | -$44.4M | 2.54% | 5 |
|
|
2023
Q3 | $278M | Sell |
11,207,350
-443,503
| -4% | -$11M | 2.57% | 5 |
|
|
2023
Q2 | $235M | Sell |
11,650,853
-2,244,330
| -16% | -$45.3M | 2.07% | 6 |
|
|
2023
Q1 | $293M | Sell |
13,895,183
-1,402,637
| -9% | -$29.6M | 2.73% | 4 |
|
|
2022
Q4 | $286M | Sell |
15,297,820
-1,889,494
| -11% | -$35.3M | 2.89% | 3 |
|
|
2022
Q3 | $252M | Sell |
17,187,314
-7,220,146
| -30% | -$106M | 2.94% | 4 |
|
|
2022
Q2 | $401M | Sell |
24,407,460
-2,297,753
| -9% | -$37.7M | 4.33% | 2 |
|
|
2022
Q1 | $522M | Buy |
26,705,213
+2,257,834
| +9% | +$44.1M | 4.51% | 3 |
|
|
2021
Q4 | $440M | Sell |
24,447,379
-629,531
| -3% | -$11.3M | 3.66% | 3 |
|
|
2021
Q3 | $404M | Buy |
25,076,910
+4,956,828
| +25% | +$79.8M | 3.56% | 4 |
|
|
2021
Q2 | $311M | Buy |
+20,120,082
| New | +$311M | 2.68% | 5 |
|