13F

Stock

UBS Group AG

UBS · held by 7 managers

Reported value

$4.8M

Holders

7

+1 new · −0 exited

Holders’ est. mark

−$71.4K

Price effect on 3 books still in the name

Largest holder

$1.87M

Marex Group plc

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Marex Group plc61.6K$1.87M−$36.3KCut−$329.9K
ELEVATION POINT WEALTH PARTNERS, LLC54.5K$1.65M−$32.1KCut−$140.5K
Evelyn Partners Investment Management LLP28.9K$882.2KHeld
Evelyn Partners Investment Management Services Ltd8.17K$249.7KHeld
CHESAPEAKE ASSET MANAGEMENT LLC4.95K$150.1K−$2.92KCut−$2.92K
BARCLAYS PLC105$3.18KNew
Catherine Avery Investment Management LLC10$303Held

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.