Capital Fund Management (CFM)’s UBS Group UBS Stock Holding History

Capital Fund Management (CFM)’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	–	Sell	-37,132	Closed	-$1.26M	–	2693
2025 Q2	$1.26M	Buy	+37,132	New	+$1.15M	﹤0.01%	1911
2024 Q4	–	Sell	-18,053	Closed	-$558K	–	2258
2024 Q3	$558K	Buy	+18,053	New	+$543K	﹤0.01%	1826
2022 Q2	–	Sell	-10,403	Closed	-$203K	–	1657
2022 Q1	$203K	Buy	+10,403	New	+$197K	﹤0.01%	1414
2019 Q2	–	Sell	-94,300	Closed	-$1.14M	–	1937
2019 Q1	$1.14M	Buy	+94,300	New	+$1.19M	0.01%	997
2017 Q4	–	Sell	-56,100	Closed	-$962K	–	1985
2017 Q3	$962K	Buy	+56,100	New	+$960K	0.01%	981
2017 Q1	–	Sell	-164,031	Closed	-$2.57M	–	1829
2016 Q4	$2.57M	Buy	+164,031	New	+$2.47M	0.02%	688

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Fund Management (CFM)'s UBS Position: Q3 2025 in Review

Capital Fund Management (CFM) sold out of UBS Group (UBS) in Q3 2025, closing a stake of 37,132 shares — an estimated $1.26M sold.

Capital Fund Management (CFM) first reported a position in UBS in Q4 2016 and held it in 6 quarters. The position peaked at $2.57M in Q4 2016. 618 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

Capital Fund Management (CFM) reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
Capital Fund Management (CFM) sold 37,132 UBS Group shares in Q3 2025, an estimated $1.26M.
Capital Fund Management (CFM) first reported a position in UBS Group in Q4 2016 and held it in 6 quarters.
Capital Fund Management (CFM)'s UBS Group position peaked at $2.57M in Q4 2016.
618 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2025, filed 13 Nov 2025.