Ken Fisher UBS Holdings History

Number of Shares
49.98 Mil
Current Holdings Value*
$1.53 Bil
% of Portfolio
0.66%
Total Estimate Gain
$-261.56 Mil
% of Total Estimate Gain
-8.40%

Ken Fisher's UBS Group AG Holding Summary

As of 2025-03-31, Fisher Asset Management, LLC held 49.98 Mil shares of UBS Group AG(UBS), totaling $1.53 Bil. This investment constitutes 0.66% of their stock portfolio, and Fisher Asset Management, LLC now holds 1.57% of the outstanding UBS Group AG(UBS) stock.

The initial trade took place in 2009Q1. And since then Ken Fisher has made 33 purchases of UBS, at an average price of $23.56, for a total of 132.17 Mil shares. In addition, there have been 23 sales at an average price of $13.49 for 82.20 Mil shares. Based on historical transaction data and UBS's current price of $34.88, Ken Fisher's estimated gain on his UBS holdings is $-261.56 Mil, reflecting a -8.40% gain to date.

Ken Fisher UBS ($34.88) Holding Chart

Ken Fisher UBS ($34.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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