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Claro Advisors’s UBS Group UBS Stock Holding History

Claro Advisors’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
-10,733
Closed -$329K – 514
2025
Q1 		$329K Buy
10,733
+559
+5% +$18.6K 0.04% 360
2024
Q4 		$308K Sell
10,174
-540
-5% -$17.1K 0.04% 353
2024
Q3 		$331K Sell
10,714
-45
-0.4% -$1.35K 0.04% 349
2024
Q2 		$318K Sell
10,759
-923
-8% -$27.4K 0.05% 311
2024
Q1 		$359K Buy
11,682
+1,823
+18% +$53.9K 0.06% 287
2023
Q4 		$305K Buy
9,859
+91
+0.9% +$2.39K 0.07% 285
2023
Q3 		$241K Buy
+9,768
New +$228K 0.06% 309
2023
Q2 		– Sell
-9,921
Closed -$212K – 399
2023
Q1 		$212K Sell
9,921
-275
-3% -$5.74K 0.06% 313
2022
Q4 		$190K Buy
+10,196
New +$173K 0.06% 290
2019
Q1 		– Sell
-832
Closed -$13K – 881
2018
Q4 		$13K Buy
+832
New +$11.3K 0.01% 632

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

Claro Advisors's UBS Position: Q2 2025 in Review

Claro Advisors sold out of UBS Group (UBS) in Q2 2025, closing a stake of 10,733 shares — an estimated $329K sold.

Claro Advisors first reported a position in UBS in Q4 2018 and held it in 10 quarters. The position peaked at $359K in Q1 2024. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

  • Claro Advisors reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 10,733 UBS Group shares in Q2 2025, an estimated $329K.
  • Claro Advisors first reported a position in UBS Group in Q4 2018 and held it in 10 quarters.
  • Claro Advisors's UBS Group position peaked at $359K in Q1 2024.
  • 596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.