Boaz Weinstein’s UBS Group UBS Stock Holding History

Boaz Weinstein’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 Q4	–	Sell	-53,700	Closed	-$2.2M	–	397
2025 Q3	$2.2M	Hold	53,700	–	–	0.06%	156
2025 Q2	$1.82M	Buy	+53,700	New	+$1.66M	0.04%	159

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Boaz Weinstein's UBS Position: Q3 2025 in Review

Boaz Weinstein sold out of UBS Group (UBS) in Q3 2025, closing a stake of 7,844 shares — an estimated $305K sold.

Boaz Weinstein first reported a position in UBS in Q2 2025 and held it in 1 quarter. The position peaked at $265K in Q2 2025. 619 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

Boaz Weinstein reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
Boaz Weinstein sold 7,844 UBS Group shares in Q3 2025, an estimated $305K.
Boaz Weinstein first reported a position in UBS Group in Q2 2025 and held it in 1 quarter.
Boaz Weinstein's UBS Group position peaked at $265K in Q2 2025.
619 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Saba Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.