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Catherine Avery Investment Management’s UBS Group UBS Stock Holding History

Catherine Avery Investment Management’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
Q2 		– Sell
-10
Closed -$306 – 173
2025
Q1 		$306 Hold
10
– – ﹤0.01% 157
2024
Q4 		$303 Buy
+10
New +$317 ﹤0.01% 169

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Catherine Avery Investment Management's UBS Position: Q2 2025 in Review

Catherine Avery Investment Management sold out of UBS Group (UBS) in Q2 2025, closing a stake of 10 shares — an estimated $306 sold.

Catherine Avery Investment Management first reported a position in UBS in Q4 2024 and held it in 2 quarters. The position peaked at $306 in Q1 2025. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

  • Catherine Avery Investment Management reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
  • Catherine Avery Investment Management sold 10 UBS Group shares in Q2 2025, an estimated $306.
  • Catherine Avery Investment Management first reported a position in UBS Group in Q4 2024 and held it in 2 quarters.
  • Catherine Avery Investment Management's UBS Group position peaked at $306 in Q1 2025.
  • 596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Catherine Avery Investment Management's 13F filing for Q2 2025, filed 5 Jan 2026.