Ownership history in UBS Group AG · 5 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in MANAGER DIRECTED PORTFOLIOS (SWP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 113 | -128 | -53.1% | 0.00% | $3K | $27.78 |
| 2025 Q3 | REDUCED | 241 | -4,184 | -94.6% | 0.00% | $7K | $26.91 |
| 2025 Q2 | REDUCED | 4,425 | -4,405 | -49.9% | 0.00% | $115K | $24.97 |
| 2025 Q1 | ADDED | 8,830 | +6,873 | +351.2% | 0.00% | $216K | $23.29 |