Wipfli Financial Advisors’s UBS Group UBS Stock Holding History

Wipfli 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
2022 Q3	$404K	Buy	+27,853	New	+$446K	0.03%	266

Other funds holding UBS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Wipfli Financial Advisors's UBS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in UBS Group (UBS) in Q3 2022: 27,853 shares worth $404K. The stake represents 0.03% of the portfolio and ranks #266 among its holdings.

364 funds tracked by Wall St. Rank hold UBS as of Q3 2022.

Wipfli Financial Advisors held 27,853 shares of UBS Group worth $404K as of Q3 2022.
UBS Group was a new Wipfli Financial Advisors position in Q3 2022.
UBS Group made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #266 holding.
364 funds tracked by Wall St. Rank held UBS Group as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.