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Carlson Capital’s UBS Group UBS Stock Holding History

Carlson 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 		– Sell
-15,700
Closed -$476K – 51
2024
Q4 		$476K Buy
+15,700
New +$498K 0.28% 24
2022
Q1 		– Sell
-447,843
Closed -$8M – 184
2021
Q4 		$8M Sell
447,843
-289,700
-39% -$5.1M 0.46% 51
2021
Q3 		$11.8M Sell
737,543
-241,157
-25% -$3.91M 0.62% 31
2021
Q2 		$15M Buy
+978,700
New +$15.5M 0.72% 30

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Carlson Capital's UBS Position: Q1 2025 in Review

Carlson Capital sold out of UBS Group (UBS) in Q1 2025, closing a stake of 15,700 shares — an estimated $476K sold.

Carlson Capital first reported a position in UBS in Q2 2021 and held it in 4 quarters. The position peaked at $15M in Q2 2021. 584 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

  • Carlson Capital reported no remaining UBS Group position as of Q1 2025 after selling out during the quarter.
  • Carlson Capital sold 15,700 UBS Group shares in Q1 2025, an estimated $476K.
  • Carlson Capital first reported a position in UBS Group in Q2 2021 and held it in 4 quarters.
  • Carlson Capital's UBS Group position peaked at $15M in Q2 2021.
  • 584 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Carlson Capital's 13F filing for Q1 2025, filed 14 May 2025.