Wellington Management Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605M | Buy |
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|
2025
Q1 | $369M | Sell |
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|
2024
Q4 | $395M | Sell |
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|
2024
Q3 | $424M | Buy |
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|
2024
Q2 | $336M | Buy |
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|
2024
Q1 | $213M | Sell |
|
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|
2023
Q4 | $267M | Sell |
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|
2023
Q3 | $284M | Sell |
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|
2023
Q2 | $366M | Sell |
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|
2023
Q1 | $406M | Sell |
|
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|
2022
Q4 | $887M | Sell |
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|
2022
Q3 | $755M | Sell |
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|
2022
Q2 | $847M | Sell |
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|
2022
Q1 | $1.15B | Buy |
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|
2021
Q4 | $770M | Sell |
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|
2021
Q3 | $721M | Buy |
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|
2021
Q2 | $685M | Buy |
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|
2021
Q1 | $679M | Sell |
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|
2020
Q4 | $626M | Sell |
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|
2020
Q3 | $529M | Buy |
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|
2020
Q2 | $542M | Sell |
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|
2020
Q1 | $486M | Sell |
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|
2019
Q4 | $673M | Sell |
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|
2019
Q3 | $651M | Sell |
|
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|
2019
Q2 | $691M | Buy |
|
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|
2019
Q1 | $640M | Sell |
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|
2018
Q4 | $859M | Sell |
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|
2018
Q3 | $1.64B | Buy |
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|
2018
Q2 | $1.51B | Sell |
|
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|
2018
Q1 | $2.31B | Buy |
|
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|
2017
Q4 | $2.32B | Buy |
|
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|
2017
Q3 | $1.64B | Buy |
|
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|
2017
Q2 | $1.39B | Buy |
|
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|
2017
Q1 | $635M | Buy |
|
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|
2016
Q4 | $513M | Buy |
|
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|
2016
Q3 | $432M | Sell |
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|
2016
Q2 | $414M | Sell |
|
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|
2016
Q1 | $588M | Sell |
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|
2015
Q4 | $814M | Sell |
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|
2015
Q3 | $885M | Buy |
|
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|
2015
Q2 | $938M | Sell |
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|
2015
Q1 | $835M | Buy |
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|
2014
Q4 | $756M | Buy |
|