Number of Shares
2.05 Mil
Current Holdings Value*
CHF62.69 Mil
% of Portfolio
2.67%
Total Estimate Gain
CHF74.15 Mil
% of Total Estimate Gain
65.19%

Artisan Global Value Fund's UBS Group AG Holding Summary

As of 2025-03-31, ARTISAN PARTNERS FUNDS INC held 2.05 Mil shares of UBS Group AG(XSWX:UBSG), totaling CHF62.69 Mil. This investment constitutes 2.67% of their stock portfolio, and ARTISAN PARTNERS FUNDS INC now holds 0.06% of the outstanding UBS Group AG(XSWX:UBSG) stock.

The initial trade took place in 2019Q3. And since then Artisan Global Value Fund has made 6 purchases of XSWX:UBSG, at an average price of CHF11.61, for a total of 9.80 Mil shares. In addition, there have been 15 sales at an average price of CHF16.62 for 7.75 Mil shares. Based on historical transaction data and XSWX:UBSG's current price of CHF28.85, Artisan Global Value Fund's estimated gain on his XSWX:UBSG holdings is CHF74.15 Mil, reflecting a 65.19% gain to date.

Artisan Global Value Fund XSWX:UBSG (CHF28.85) Holding Chart

Artisan Global Value Fund XSWX:UBSG (CHF28.85) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price CHF-/Share
Shares Sold 0 Average Price CHF-/Share
Current Price CHF0.00 Total Estimated Gain 0 %

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