CKW Financial Group’s UBS Group UBS Stock Holding History

CKW Financial Group’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	-1,200	Closed	-$36K	–	252
2024 Q4	$36K	Hold	1,200	–	–	﹤0.01%	145
2024 Q3	$37K	Sell	1,200 -200	-14%	-$6.01K	﹤0.01%	146
2024 Q2	$42K	Hold	1,400	–	–	0.01%	141
2024 Q1	$43K	Sell	1,400 -1,300	-48%	-$38.4K	0.01%	143
2023 Q4	$83K	Hold	2,700	–	–	0.01%	110
2023 Q3	$67K	Hold	2,700	–	–	0.01%	112
2023 Q2	$55K	Hold	2,700	–	–	0.01%	122
2023 Q1	$58K	Hold	2,700	–	–	0.01%	108
2022 Q4	$50K	Hold	2,700	–	–	0.01%	114
2022 Q3	$39K	Hold	2,700	–	–	0.01%	124
2022 Q2	$44K	Hold	2,700	–	–	0.01%	120
2022 Q1	$53K	Buy	+2,700	New	+$51.1K	0.01%	121
2015 Q3	–	Sell	-1,081	Closed	-$23K	–	288
2015 Q2	$23K	Hold	1,081	–	–	0.01%	191
2015 Q1	$21K	Buy	+1,081	New	+$18.8K	0.01%	205

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CCI

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

CKW Financial Group's UBS Position: Q1 2025 in Review

CKW Financial Group sold out of UBS Group (UBS) in Q1 2025, closing a stake of 1,200 shares — an estimated $36K sold.

CKW Financial Group first reported a position in UBS in Q1 2015 and held it in 14 quarters. The position peaked at $83K in Q4 2023. 584 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

CKW Financial Group reported no remaining UBS Group position as of Q1 2025 after selling out during the quarter.
CKW Financial Group sold 1,200 UBS Group shares in Q1 2025, an estimated $36K.
CKW Financial Group first reported a position in UBS Group in Q1 2015 and held it in 14 quarters.
CKW Financial Group's UBS Group position peaked at $83K in Q4 2023.
584 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on CKW Financial Group's 13F filing for Q1 2025, filed 16 May 2025.