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Callan Capital’s UBS Group UBS Stock Holding History

Callan Capital’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 		$792K Buy
25,867
+3,623
+16% +$121K 0.06% 145
2024
Q4 		$674K Buy
22,244
+914
+4% +$29K 0.05% 138
2024
Q3 		$659K Buy
21,330
+4,875
+30% +$147K 0.05% 147
2024
Q2 		$486K Buy
16,455
+2,200
+15% +$65.4K 0.04% 165
2024
Q1 		$438K Buy
+14,255
New +$421K 0.04% 156

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Callan Capital's UBS Position: Q1 2025 in Review

Callan Capital increased its UBS Group (UBS) stake by 16% in Q1 2025, buying an estimated $121K and bringing the position to 25,867 shares worth $792K. The position accounts for 0.06% of the portfolio, ranked #145.

Callan Capital first reported a position in UBS in Q1 2024 and has held it in 5 quarters since. 585 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

  • Callan Capital held 25,867 shares of UBS Group worth $792K as of Q1 2025.
  • Callan Capital bought 3,623 UBS Group shares in Q1 2025, an estimated $121K.
  • UBS Group made up 0.06% of Callan Capital's portfolio in Q1 2025, its #145 holding.
  • Callan Capital first reported a position in UBS Group in Q1 2024 and has held it in 5 quarters since.
  • 585 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.