SEC 13F Intelligence

Connective Portfolio Management, LLC / UBS

Connective Portfolio Management, LLC’s Ubs Group AG Position

Does Connective Portfolio Management, LLC own Ubs Group AG (UBS)? Not currently — the last reported position was 36.8K shares worth $1M in Q1 2024; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$1M
Q1 2024
Shares
36.8K
% of Portfolio
+1.99%
Quarters Held
3
position exited

Position History UBS

Reported value by quarter
Q3 ’23: $888,000Q3 ’23Q4 ’23: $1MQ4 ’23Q1 ’24: $1MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202436.8K$1M+1.99%
Q4 202336.8K$1M+2.32%
Q3 202336.0K$888,000+2.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Connective Portfolio Management, LLC’s full portfolio or all institutional holders of UBS.