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Angeles Investment Advisors’s UBS Group UBS Stock Holding History

Angeles Investment Advisors’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 		– Sell
-7,017
Closed -$213K – 183
2024
Q4 		$213K Sell
7,017
-92
-1% -$2.92K 0.01% 180
2024
Q3 		$220K Sell
7,109
-66
-0.9% -$1.98K 0.01% 197
2024
Q2 		$212K Buy
+7,175
New +$213K 0.01% 195

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Angeles Investment Advisors's UBS Position: Q1 2025 in Review

Angeles Investment Advisors sold out of UBS Group (UBS) in Q1 2025, closing a stake of 7,017 shares — an estimated $213K sold.

Angeles Investment Advisors first reported a position in UBS in Q2 2024 and held it in 3 quarters. The position peaked at $220K in Q3 2024. 584 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

  • Angeles Investment Advisors reported no remaining UBS Group position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 7,017 UBS Group shares in Q1 2025, an estimated $213K.
  • Angeles Investment Advisors first reported a position in UBS Group in Q2 2024 and held it in 3 quarters.
  • Angeles Investment Advisors's UBS Group position peaked at $220K in Q3 2024.
  • 584 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.