WCM Investment Management’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 | $175M | Sell |
5,221,697
-82,824
| -2% | -$2.77M | 0.4% | 40 |
|
|
2025
Q1 | $167M | Buy |
5,304,521
+119,188
| +2% | +$3.76M | 0.43% | 42 |
|
|
2024
Q4 | $159M | Sell |
5,185,333
-8,419
| -0.2% | -$258K | 0.37% | 45 |
|
|
2024
Q3 | $161M | Sell |
5,193,752
-81,685
| -2% | -$2.54M | 0.37% | 45 |
|
|
2024
Q2 | $155M | Sell |
5,275,437
-34,627
| -0.7% | -$1.02M | 0.37% | 46 |
|
|
2024
Q1 | $163M | Buy |
5,310,064
+674,394
| +15% | +$20.7M | 0.39% | 46 |
|
|
2023
Q4 | $144M | Buy |
4,635,670
+4,568,457
| +6,797% | +$141M | 0.4% | 41 |
|
|
2023
Q3 | $1.66M | Buy |
67,213
+8,069
| +14% | +$199K | ﹤0.01% | 184 |
|
|
2023
Q2 | $1.18M | Buy |
+59,144
| New | +$1.18M | ﹤0.01% | 201 |
|