ZB
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Zions Bancorporation’s UBS Group UBS Stock Holding History

Zions Bancorporation’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 		$16.7K Sell
550
-141
-20% -$4.47K ﹤0.01% 533
2024
Q3 		$21.4K Sell
691
-312
-31% -$9.38K ﹤0.01% 508
2024
Q2 		$29.6K Sell
1,003
-621
-38% -$18.5K ﹤0.01% 489
2024
Q1 		$49.9K Sell
1,624
-23
-1% -$679 ﹤0.01% 428
2023
Q4 		$50.9K Buy
1,647
+12
+0.7% +$316 ﹤0.01% 414
2023
Q3 		$40.3K Hold
1,635
– – ﹤0.01% 411
2023
Q2 		$33.1K Sell
1,635
-36
-2% -$724 ﹤0.01% 447
2023
Q1 		$35.7K Sell
1,671
-1,184
-41% -$24.7K ﹤0.01% 458
2022
Q4 		$53.3K Buy
2,855
+1,272
+80% +$21.6K ﹤0.01% 438
2022
Q3 		$23K Buy
1,583
+248
+19% +$3.97K ﹤0.01% 533
2022
Q2 		$22K Buy
1,335
+42
+3% +$736 ﹤0.01% 592
2022
Q1 		$25K Buy
1,293
+8
+0.6% +$151 ﹤0.01% 638
2021
Q4 		$23K Sell
1,285
-12
-0.9% -$211 ﹤0.01% 602
2021
Q3 		$21K Sell
1,297
-285
-18% -$4.62K ﹤0.01% 605
2021
Q2 		$24K Sell
1,582
-36
-2% -$569 ﹤0.01% 551
2021
Q1 		$25K Sell
1,618
-739
-31% -$11.4K ﹤0.01% 539
2020
Q4 		$33K Buy
2,357
+92
+4% +$1.22K ﹤0.01% 465
2020
Q3 		$25K Hold
2,265
– – ﹤0.01% 501
2020
Q2 		$26K Buy
2,265
+1,249
+123% +$12.9K ﹤0.01% 448
2020
Q1 		$9K Buy
1,016
+102
+11% +$1.18K ﹤0.01% 614
2019
Q4 		$11K Buy
914
+456
+100% +$5.42K ﹤0.01% 709
2019
Q3 		$5K Sell
458
-1,568
-77% -$17.6K ﹤0.01% 790
2019
Q2 		$24K Buy
2,026
+185
+10% +$2.27K ﹤0.01% 517
2019
Q1 		$22K Buy
1,841
+79
+4% +$1K ﹤0.01% 566
2018
Q4 		$22K Sell
1,762
-2,202
-56% -$29.9K 0.02% 262
2018
Q3 		$62K Buy
3,964
+461
+13% +$7.25K 0.01% 297
2018
Q2 		$54K Buy
+3,503
New +$57K 0.04% 167
2018
Q1 		– Sell
-3,842
Closed -$71K – 691
2017
Q4 		$71K Buy
3,842
+90
+2% +$1.56K 0.01% 295
2017
Q3 		$64K Buy
3,752
+2,378
+173% +$40.7K 0.01% 514
2017
Q2 		$23K Sell
1,374
-511
-27% -$8.31K ﹤0.01% 272
2017
Q1 		$30K Sell
1,885
-748
-28% -$12K 0.01% 239
2016
Q4 		$42K Buy
2,633
+425
+19% +$6.4K 0.01% 264
2016
Q3 		$30K Buy
2,208
+349
+19% +$4.75K 0.01% 304
2016
Q2 		$23K Sell
1,859
-999
-35% -$15.3K ﹤0.01% 307
2016
Q1 		$49K Buy
2,858
+438
+18% +$7.11K 0.01% 244
2015
Q4 		$37K Sell
2,420
-113
-4% -$2.21K 0.01% 251
2015
Q3 		$50K Buy
+2,533
New +$53.7K 0.01% 215
2015
Q2 		– Sell
-1,500
Closed -$28K – 712
2015
Q1 		$28K Buy
+1,500
New +$26.1K ﹤0.01% 311

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Zions Bancorporation's UBS Position: Q4 2024 in Review

Zions Bancorporation reduced its UBS Group (UBS) stake by 20% in Q4 2024, selling an estimated $4.47K and leaving 550 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Zions Bancorporation first reported a position in UBS in Q1 2015 and has held it in 38 quarters since. The position peaked at $71K in Q4 2017. 572 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

  • Zions Bancorporation held 550 shares of UBS Group worth $16.7K as of Q4 2024.
  • Zions Bancorporation sold 141 UBS Group shares in Q4 2024, an estimated $4.47K.
  • UBS Group made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #533 holding.
  • Zions Bancorporation first reported a position in UBS Group in Q1 2015 and has held it in 38 quarters since.
  • Zions Bancorporation's UBS Group position peaked at $71K in Q4 2017.
  • 572 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.