BI
UBS icon

Binnacle Investments’s UBS Group UBS Stock Holding History

Binnacle 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
Q3 		$13.7K Buy
335
+155
+86% +$6.02K 0.01% 366
2025
Q2 		$6.09K Buy
180
+43
+31% +$1.33K ﹤0.01% 435
2025
Q1 		$4.2K Buy
+137
New +$4.57K ﹤0.01% 446

Other funds holding UBS

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Binnacle Investments's UBS Position: Q3 2025 in Review

Binnacle Investments increased its UBS Group (UBS) stake by 86% in Q3 2025, buying an estimated $6.02K and bringing the position to 335 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #366.

Binnacle Investments first reported a position in UBS in Q1 2025 and has held it in 3 quarters since. 618 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • Binnacle Investments held 335 shares of UBS Group worth $13.7K as of Q3 2025.
  • Binnacle Investments bought 155 UBS Group shares in Q3 2025, an estimated $6.02K.
  • UBS Group made up 0.01% of Binnacle Investments's portfolio in Q3 2025, its #366 holding.
  • Binnacle Investments first reported a position in UBS Group in Q1 2025 and has held it in 3 quarters since.
  • 618 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.