Capital Fund Management (CFM)
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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
2026
Q1 		$1.18M Sell
30,200
-41,800
-58% -$1.79M 0.01% 1616
2025
Q4 		$3.33M Buy
+72,000
New +$2.91M 0.01% 1424

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
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.