Adero Partners’s UBS Group UBS Stock Holding History

Adero Partners’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$207K	Sell	6,752 -26	-0.4%	-$867	0.01%	229
2024 Q4	$206K	Buy	+6,778	New	+$215K	0.01%	233

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Adero Partners's UBS Position: Q1 2025 in Review

Adero Partners reduced its UBS Group (UBS) stake by 0.38% in Q1 2025, selling an estimated $867 and leaving 6,752 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #229.

Adero Partners first reported a position in UBS in Q4 2024 and has held it in 2 quarters since. 585 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

Adero Partners held 6,752 shares of UBS Group worth $207K as of Q1 2025.
Adero Partners sold 26 UBS Group shares in Q1 2025, an estimated $867.
UBS Group made up 0.01% of Adero Partners's portfolio in Q1 2025, its #229 holding.
Adero Partners first reported a position in UBS Group in Q4 2024 and has held it in 2 quarters since.
585 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.