WR Wealth Planners’s UBS Group UBS Stock Holding History

WR Wealth Planners’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
2024 Q4	$6.61K	Sell	218 -3	-1%	-$95	﹤0.01%	648
2024 Q3	$6.83K	Sell	221 -78	-26%	-$2.34K	﹤0.01%	689
2024 Q2	$8.83K	Buy	299 +2	+0.7%	+$59	﹤0.01%	615
2024 Q1	$9.12K	Buy	+297	New	+$8.77K	﹤0.01%	616
2023 Q4	–	Sell	-462	Closed	-$11.4K	–	815
2023 Q3	$11.4K	Buy	462 +36	+8%	+$841	﹤0.01%	525
2023 Q2	$8.63K	Sell	426 -15	-3%	-$302	﹤0.01%	602
2023 Q1	$9.41K	Buy	+441	New	+$9.2K	﹤0.01%	571

Other funds holding UBS

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WR Wealth Planners's UBS Position: Q4 2024 in Review

WR Wealth Planners reduced its UBS Group (UBS) stake by 1.4% in Q4 2024, selling an estimated $95 and leaving 218 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

WR Wealth Planners first reported a position in UBS in Q1 2023 and has held it in 7 quarters since. The position peaked at $11.4K in Q3 2023. 572 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

WR Wealth Planners held 218 shares of UBS Group worth $6.61K as of Q4 2024.
WR Wealth Planners sold 3 UBS Group shares in Q4 2024, an estimated $95.
UBS Group made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #648 holding.
WR Wealth Planners first reported a position in UBS Group in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's UBS Group position peaked at $11.4K in Q3 2023.
572 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.