City Holding Co’s UBS Group UBS Stock Holding History

City Holding Co’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	-827	Closed	-$25.3K	–	609
2025 Q1	$25.3K	Buy	+827	New	+$27.6K	﹤0.01%	383
2016 Q4	–	Sell	-66	Closed	-$1K	–	569
2016 Q3	$1K	Hold	66	–	–	﹤0.01%	531
2016 Q2	$1K	Buy	+66	New	+$1.01K	﹤0.01%	557

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

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

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

City Holding Co's UBS Position: Q2 2025 in Review

City Holding Co sold out of UBS Group (UBS) in Q2 2025, closing a stake of 827 shares — an estimated $25.3K sold.

City Holding Co first reported a position in UBS in Q2 2016 and held it in 3 quarters. The position peaked at $25.3K in Q1 2025. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

City Holding Co reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
City Holding Co sold 827 UBS Group shares in Q2 2025, an estimated $25.3K.
City Holding Co first reported a position in UBS Group in Q2 2016 and held it in 3 quarters.
City Holding Co's UBS Group position peaked at $25.3K in Q1 2025.
596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on City Holding Co's 13F filing for Q2 2025, filed 17 Jul 2025.