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Clarius Group LLC’s UBS Group UBS Stock Holding History

Clarius Group LLC’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
Q4 		$704K Buy
15,199
+303
+2% +$12.2K 0.04% 159
2025
Q3 		$611K Sell
14,896
-7,331
-33% -$285K 0.04% 181
2025
Q2 		$751K Sell
22,227
-1,801
-7% -$55.7K 0.04% 183
2025
Q1 		$735K Buy
24,028
+6,119
+34% +$204K 0.05% 186
2024
Q4 		$543K Sell
17,909
-850
-5% -$26.9K 0.04% 206
2024
Q3 		$580K Sell
18,759
-9,072
-33% -$273K 0.04% 197
2024
Q2 		$822K Sell
27,831
-2,218
-7% -$65.9K 0.06% 140
2024
Q1 		$923K Sell
30,049
-953
-3% -$28.2K 0.06% 127
2023
Q4 		$958K Sell
31,002
-346
-1% -$9.1K 0.08% 130
2023
Q3 		$773K Sell
31,348
-4,365
-12% -$102K 0.07% 142
2023
Q2 		$724K Buy
35,713
+2,568
+8% +$51.6K 0.06% 196
2023
Q1 		$707K Buy
33,145
+487
+1% +$10.2K 0.06% 181
2022
Q4 		$609K Buy
32,658
+8,626
+36% +$147K 0.05% 205
2022
Q3 		$349K Buy
24,032
+6,570
+38% +$105K 0.03% 298
2022
Q2 		$283K Buy
17,462
+1,124
+7% +$19.7K 0.03% 353
2022
Q1 		$292K Hold
16,338
– – 0.02% 368
2021
Q4 		$292K Buy
16,338
+4,766
+41% +$83.9K 0.02% 368
2021
Q3 		$185K Buy
11,572
+1,132
+11% +$18.3K 0.02% 412
2021
Q2 		$160K Buy
+10,440
New +$165K 0.01% 412

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Clarius Group LLC's UBS Position: Q4 2025 in Review

Clarius Group LLC increased its UBS Group (UBS) stake by 2% in Q4 2025, buying an estimated $12.2K and bringing the position to 15,199 shares worth $704K. The position accounts for 0.04% of the portfolio, ranked #159.

Clarius Group LLC first reported a position in UBS in Q2 2021 and has held it in 19 quarters since. The position peaked at $958K in Q4 2023. 691 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

  • Clarius Group LLC held 15,199 shares of UBS Group worth $704K as of Q4 2025.
  • Clarius Group LLC bought 303 UBS Group shares in Q4 2025, an estimated $12.2K.
  • UBS Group made up 0.04% of Clarius Group LLC's portfolio in Q4 2025, its #159 holding.
  • Clarius Group LLC first reported a position in UBS Group in Q2 2021 and has held it in 19 quarters since.
  • Clarius Group LLC's UBS Group position peaked at $958K in Q4 2023.
  • 691 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.