Stock TransactionsUBS Group AG

Total Bought
12,353,427
27 transactions
Total Sold
11,643,486
38 transactions
Net
+709,941
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Capital World Investors6,156,75718,056,807+11,900,0500.030.07+0.04buy
CANADA PENSION PLAN INVESTMENT BOARD6,031,1052,003,512+4,027,5930.200.060.00sell
Allianz Asset Management GmbH8,854,7126,603,764+2,250,9480.400.29-0.11sell
THORNBURG INVESTMENT MANAGEMENT INC4,836,9342,831,041+2,005,8931.690.930.00sell
JUPITER ASSET MANAGEMENT LTD1,817,494938,222+879,2720.530.210.00sell
CAUSEWAY CAPITAL MANAGEMENT LLC9,650,6408,903,128+747,5124.894.740.00sell
Zurich Insurance Group Ltd/FI937,599588,260+349,3390.250.120.00sell
NATIXIS ADVISORS, LLC4,156,1003,822,327+333,7730.310.240.00sell
JANUS HENDERSON GROUP PLC2,851,1402,612,196+238,9440.040.030.00sell
AMERIPRISE FINANCIAL INC2,320,3442,545,526+225,1820.020.02-0.00buy
CANADA LIFE ASSURANCE Co2,823,1072,618,106+205,0010.150.13-0.02sell
AVIVA PLC4,192,0103,993,319+198,6910.400.330.00sell
BANQUE PICTET & CIE SA1,945,0061,813,296+131,7100.400.32-0.08sell
AMERICAN CENTURY COMPANIES INC687,467761,061+73,5940.010.01+0.00buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC307,643366,685+59,0420.100.11+0.01buy
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp86,27732,135+54,1420.020.010.00sell
BRANDES INVESTMENT PARTNERS, LP1,574,1551,545,339+28,8160.710.630.00sell
Henry James International Management Inc.482,277456,036+26,2414.364.010.00sell
SCOGGIN MANAGEMENT LP100,000125,000+25,0003.114.53+1.42buy
Orion Porfolio Solutions, LLC138,034116,488+21,5460.040.030.00sell
BRIDGEWAY CAPITAL MANAGEMENT, LLC125,000104,400+20,6000.070.050.00sell
Penserra Capital Management LLC26,99711,647+15,3500.010.00-0.01sell
RBF Capital, LLC325,000340,000+15,0000.500.430.00buy
Dorsey Wright & Associates172,205157,866+14,3391.110.960.00sell
CONTRAVISORY INVESTMENT MANAGEMENT, INC.344,119356,751+12,6322.071.910.00buy
Artemis Investment Management LLP413,397404,408+8,9890.110.10-0.00sell
DUALITY ADVISERS, LP76,27469,264+7,0100.180.180.00sell
Metis Global Partners, LLC131,148124,290+6,8580.180.14-0.04sell
Y-Intercept (Hong Kong) Ltd14,29120,517+6,2260.040.040.00buy
Dorsey & Whitney Trust CO LLC17,79223,730+5,9380.030.040.00buy
Mariner, LLC122,041127,924+5,8830.010.010.00buy
Advisors Asset Management, Inc.43,19337,350+5,8430.020.020.00sell
TOWNSQUARE CAPITAL LLC26,70532,027+5,3220.010.010.00buy
LOGAN CAPITAL MANAGEMENT INC137,451132,132+5,3190.140.130.00sell
Ballentine Partners, LLC15,07620,172+5,0960.010.010.00buy
Zhang Financial LLC16,81021,620+4,8100.040.040.00buy
OPPENHEIMER ASSET MANAGEMENT INC.51,54848,477+3,0710.020.010.00sell
CIBC WORLD MARKET INC.380,649383,215+2,5660.030.03-0.00buy
Vestmark Advisory Solutions, Inc.40,69838,353+2,3450.040.030.00sell
Integrated Wealth Concepts LLC60,15257,915+2,2370.030.020.00sell
Baker Ellis Asset Management LLC44,11441,900+2,2140.170.140.00sell
American Trust Investment Advisors, LLC17,04015,015+2,0250.220.170.00sell
ELEVATION POINT WEALTH PARTNERS, LLC20,89222,805+1,9130.050.050.00buy
Laird Norton Wetherby Wealth Management, LLC132,279133,556+1,2770.170.150.00buy
UNITED SERVICES AUTOMOBILE ASSOCIATION95,88094,686+1,1940.060.050.00sell
WRAPMANAGER INC10,99812,063+1,0650.070.070.00buy
Alaethes Wealth, LLC78,71879,762+1,0440.980.890.00buy
COOKSON PEIRCE & CO INC27,38226,418+9640.040.030.00sell
Quantinno Capital Management LP46,64847,375+7270.070.050.00buy
ACIMA PRIVATE WEALTH, LLC9341,378+4440.010.010.00buy
EVERGREEN CAPITAL MANAGEMENT LLC22,07221,697+3750.020.020.00sell
Covenant Partners, LLC10,2739,908+3650.080.070.00sell
FIRST HAWAIIAN BANK66,28566,490+2050.050.04-0.00buy
Investors Research Corp46,03446,183+1490.260.240.00buy
PINNACLE ASSOCIATES LTD13,01913,123+1040.010.00-0.00buy
180 WEALTH ADVISORS, LLC10,80410,864+600.050.050.00buy
MONTAG A & ASSOCIATES INC463523+600.000.00+0.00buy
GREENLEAF TRUST48,29348,244+490.010.010.00sell
SAGE RHINO CAPITAL LLC16,42116,458+370.100.090.00buy
Wealth Alliance Advisory Group, LLC63,74363,744+10.510.460.00buy
CONCOURSE FINANCIAL GROUP SECURITIES, INC.4,4554,077-3780.010.01-0.00sell
CREATIVE FINANCIAL DESIGNS INC /ADV3,2212,614-6070.010.01-0.00sell
BAILARD, INC.41,21736,560-4,6570.030.03-0.01sell
OPPENHEIMER & CO INC90,65980,997-9,6620.040.03-0.01sell
TD ASSET MANAGEMENT INC745,340715,726-29,6140.020.02-0.00sell
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