Zurich Insurance Group’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 | $19M | Sell |
564,070
-244,412
| -30% | -$8.25M | 0.15% | 119 |
|
|
2025
Q1 | $24.6M | Sell |
808,482
-46,703
| -5% | -$1.42M | 0.2% | 110 |
|
|
2024
Q4 | $26.2M | Buy |
855,185
+263,900
| +45% | +$8.08M | 0.21% | 111 |
|
|
2024
Q3 | $18.2M | Sell |
591,285
-117,067
| -17% | -$3.61M | 0.15% | 122 |
|
|
2024
Q2 | $20.9M | Sell |
708,352
-364,208
| -34% | -$10.7M | 0.18% | 110 |
|
|
2024
Q1 | $33M | Buy |
1,072,560
+214,337
| +25% | +$6.59M | 0.3% | 92 |
|
|
2023
Q4 | $26.6M | Sell |
858,223
-42,383
| -5% | -$1.31M | 0.27% | 107 |
|
|
2023
Q3 | $22.3M | Buy |
900,606
+312,346
| +53% | +$7.75M | 0.24% | 101 |
|
|
2023
Q2 | $11.9M | Sell |
588,260
-349,339
| -37% | -$7.06M | 0.12% | 104 |
|
|
2023
Q1 | $19.8M | Sell |
937,599
-581,164
| -38% | -$12.3M | 0.25% | 100 |
|
|
2022
Q4 | $28.3M | Sell |
1,518,763
-317,431
| -17% | -$5.91M | 0.4% | 82 |
|
|
2022
Q3 | $27.1M | Sell |
1,836,194
-344,548
| -16% | -$5.08M | 0.42% | 76 |
|
|
2022
Q2 | $35.2M | Buy |
2,180,742
+646,974
| +42% | +$10.4M | 0.52% | 69 |
|
|
2022
Q1 | $30.2M | Buy |
1,533,768
+347,547
| +29% | +$6.85M | 0.37% | 74 |
|
|
2021
Q4 | $21.4M | Sell |
1,186,221
-1,081,468
| -48% | -$19.5M | 0.24% | 70 |
|
|
2021
Q3 | $36.5M | Buy |
2,267,689
+999,513
| +79% | +$16.1M | 0.44% | 61 |
|
|
2021
Q2 | $19.4M | Sell |
1,268,176
-1,283,862
| -50% | -$19.7M | 0.24% | 71 |
|
|
2021
Q1 | $39.6M | Buy |
2,552,038
+1,491,291
| +141% | +$23.2M | 0.57% | 57 |
|
|
2020
Q4 | $15M | Buy |
1,060,747
+247,333
| +30% | +$3.49M | 0.22% | 60 |
|
|
2020
Q3 | $9.13M | Sell |
813,414
-480,648
| -37% | -$5.4M | 0.16% | 65 |
|
|
2020
Q2 | $14.9M | Buy |
1,294,062
+230,208
| +22% | +$2.65M | 0.25% | 61 |
|
|
2020
Q1 | $9.99M | Sell |
1,063,854
-143,305
| -12% | -$1.35M | 0.21% | 71 |
|
|
2019
Q4 | $15.2M | Buy |
1,207,159
+93,676
| +8% | +$1.18M | 0.28% | 89 |
|
|
2019
Q3 | $12.6M | Buy |
1,113,483
+24,474
| +2% | +$278K | 0.24% | 105 |
|
|
2019
Q2 | $12.9M | Buy |
1,089,009
+205,579
| +23% | +$2.44M | 0.26% | 102 |
|
|
2019
Q1 | $10.7M | Sell |
883,430
-54,782
| -6% | -$664K | 0.23% | 132 |
|
|
2018
Q4 | $11.7M | Buy |
938,212
+56,698
| +6% | +$705K | 0.28% | 104 |
|
|
2018
Q3 | $14M | Buy |
881,514
+111,696
| +15% | +$1.77M | 0.3% | 96 |
|
|
2018
Q2 | $11.9M | Sell |
769,818
-33,538
| -4% | -$517K | 0.27% | 99 |
|
|
2018
Q1 | $14.2M | Sell |
803,356
-54,240
| -6% | -$955K | 0.33% | 74 |
|
|
2017
Q4 | $15.8M | Sell |
857,596
-95,658
| -10% | -$1.76M | 0.37% | 56 |
|
|
2017
Q3 | $16.3M | Buy |
+953,254
| New | +$16.3M | 0.45% | 49 |
|