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Cloud Capital Management’s UBS Group UBS Stock Holding History

Cloud Capital 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
Q4 		– Sell
-2,690
Closed -$110K – 1401
2025
Q3 		$110K Buy
+2,690
New +$104K 0.06% 120
2025
Q2 		– Sell
-2,690
Closed -$82K – 243
2025
Q1 		$82K Buy
+2,690
New +$89.7K 0.06% 131

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cloud Capital Management's UBS Position: Q4 2025 in Review

Cloud Capital Management sold out of UBS Group (UBS) in Q4 2025, closing a stake of 2,690 shares — an estimated $110K sold.

Cloud Capital Management first reported a position in UBS in Q1 2025 and held it in 2 quarters. The position peaked at $110K in Q3 2025. 693 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

  • Cloud Capital Management reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
  • Cloud Capital Management sold 2,690 UBS Group shares in Q4 2025, an estimated $110K.
  • Cloud Capital Management first reported a position in UBS Group in Q1 2025 and held it in 2 quarters.
  • Cloud Capital Management's UBS Group position peaked at $110K in Q3 2025.
  • 693 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.