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AdvisorShares Investments’s UBS Group UBS Stock Holding History

AdvisorShares Investments’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
Q2 		– Sell
-34,816
Closed -$1.06M – 336
2025
Q1 		$1.06M Buy
34,816
+11,271
+48% +$376K 0.21% 57
2024
Q4 		$714K Sell
23,545
-4,460
-16% -$141K 0.14% 65
2024
Q3 		$866K Sell
28,005
-1,792
-6% -$53.9K 0.17% 53
2024
Q2 		$892K Sell
29,797
-716
-2% -$21.3K 0.16% 56
2024
Q1 		$937K Sell
30,513
-4,190
-12% -$124K 0.16% 54
2023
Q4 		$1.07M Buy
+34,703
New +$913K 0.25% 42

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

AdvisorShares Investments's UBS Position: Q2 2025 in Review

AdvisorShares Investments sold out of UBS Group (UBS) in Q2 2025, closing a stake of 34,816 shares — an estimated $1.06M sold.

AdvisorShares Investments first reported a position in UBS in Q4 2023 and held it in 6 quarters. The position peaked at $1.07M in Q4 2023. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

  • AdvisorShares Investments reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
  • AdvisorShares Investments sold 34,816 UBS Group shares in Q2 2025, an estimated $1.06M.
  • AdvisorShares Investments first reported a position in UBS Group in Q4 2023 and held it in 6 quarters.
  • AdvisorShares Investments's UBS Group position peaked at $1.07M in Q4 2023.
  • 596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on AdvisorShares Investments's 13F filing for Q2 2025, filed 4 Aug 2025.