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Voya Financial Advisors’s UBS Group UBS Stock Holding History

Voya Financial Advisors’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-17,521
Closed -$193K – 643
2020
Q3 		$193K Buy
17,521
+75
+0.4% +$899 0.01% 564
2020
Q2 		$199K Sell
17,446
-1,188
-6% -$12.2K 0.01% 569
2020
Q1 		$177K Buy
+18,634
New +$215K 0.01% 538

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Voya Financial Advisors's UBS Position: Q4 2020 in Review

Voya Financial Advisors sold out of UBS Group (UBS) in Q4 2020, closing a stake of 17,521 shares — an estimated $193K sold.

Voya Financial Advisors first reported a position in UBS in Q1 2020 and held it in 3 quarters. The position peaked at $199K in Q2 2020. 345 funds tracked by Wall St. Rank hold UBS as of Q4 2020.

  • Voya Financial Advisors reported no remaining UBS Group position as of Q4 2020 after selling out during the quarter.
  • Voya Financial Advisors sold 17,521 UBS Group shares in Q4 2020, an estimated $193K.
  • Voya Financial Advisors first reported a position in UBS Group in Q1 2020 and held it in 3 quarters.
  • Voya Financial Advisors's UBS Group position peaked at $199K in Q2 2020.
  • 345 funds tracked by Wall St. Rank held UBS Group as of Q4 2020.

Based on Voya Financial Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.