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      Current Value of Holding

      $100M

      Shares

      2.48M

      % of Portfolio

      0.13%

      Average Buy Price

      $28.1

      Avg closing price
      Price range

      35 Jim Simons UBS Group AG - Registered Shares Trades

      Jim Simons acquired 2.48M UBS Group AG - Registered Shares shares worth $100M. That's 0.13% of their equity portfolio (172nd largest holding). The first UBS Group AG - Registered Shares trade was made in Q4 2014. Since then Jim Simons bought shares seventeen more times and sold shares on seventeen occasions. The stake costed the investor $69.7M, netting the investor a gain of 44% so far.

      Avg closing price
      Price range
      Increased shares by 127.0% (+1.39M shares) Q2 2025
      Avg closing price $30.90
      Price range $26.12 - $33.82
      Increased shares by 73.7% (+463k shares) Q1 2025
      Avg closing price $33.35
      Price range $30.28 - $35.78
      Sold 38.6% shares (-395k shares) Q4 2024
      Avg closing price $31.66
      Price range $29.78 - $33.06
      Increased shares by 66.7% (+409k shares) Q3 2024
      Avg closing price $30.07
      Price range $27.97 - $31.42
      Sold 44.3% shares (-488k shares) Q2 2024
      Avg closing price $29.73
      Price range $26.19 - $31.88
      Increased shares by 120.2% (+601k shares) Q1 2024
      Avg closing price $29.54
      Price range $27.05 - $31.93
      Sold 40.3% shares (-338k shares) Q4 2023
      Avg closing price $26.30
      Price range $23.36 - $31.19
      Sold 15.6% shares (-155k shares) Q3 2023
      Avg closing price $23.36
      Price range $19.39 - $26.71
      New holding (+993k shares) Q2 2023
      Avg closing price $20.11
      Price range $18.91 - $21.91
      Sold -130k shares Q4 2021
      Avg closing price $17.60
      Price range $15.93 - $18.59
      New holding (+130k shares) Q3 2021
      Avg closing price $16.20
      Price range $14.54 - $17.12
      Sold -86.7k shares Q1 2021
      Avg closing price $15.37
      Price range $14.29 - $16.10
      Sold 96.2% shares (-2.18M shares) Q4 2020
      Avg closing price $14.19
      Price range $13.68 - $14.54
      Sold 59.1% shares (-3.28M shares) Q3 2020
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      Sold 41.2% shares (-3.88M shares) Q2 2020
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      Sold 14.1% shares (-1.54M shares) Q1 2020
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      Increased shares by 17.2% (+1.61M shares) Q4 2019
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      Increased shares by 88.6% (+4.39M shares) Q3 2019
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      Increased shares by 191.1% (+3.26M shares) Q2 2019
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      Increased shares by 361.6% (+1.34M shares) Q1 2019
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