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Concourse Financial Group Securities’s UBS Group UBS Stock Holding History

Concourse Financial Group Securities’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
-1,578
Closed -$54.7K – 1922
2024
Q4 		$54.7K Sell
1,578
-277
-15% -$8.78K ﹤0.01% 1175
2024
Q3 		$57.3K Sell
1,855
-141
-7% -$4.24K ﹤0.01% 1136
2024
Q2 		$59K Sell
1,996
-574
-22% -$17.1K ﹤0.01% 1112
2024
Q1 		$79K Sell
2,570
-54
-2% -$1.59K 0.01% 1007
2023
Q4 		$81.1K Sell
2,624
-340
-11% -$8.94K 0.01% 963
2023
Q3 		$73.1K Sell
2,964
-1,113
-27% -$26K 0.01% 949
2023
Q2 		$82.6K Sell
4,077
-378
-8% -$7.6K 0.01% 915
2023
Q1 		$95.1K Sell
4,455
-1,102
-20% -$23K 0.01% 886
2022
Q4 		$104K Buy
+5,557
New +$94.5K 0.01% 823
2022
Q3 		– Sell
-6,439
Closed -$103K – 2278
2022
Q2 		$104K Sell
6,439
-141
-2% -$2.47K 0.01% 798
2022
Q1 		$129K Buy
6,580
+6,425
+4,145% +$122K 0.01% 772
2021
Q4 		$3K Buy
155
+59
+61% +$1.04K ﹤0.01% 2158
2021
Q3 		$2K Hold
96
– – ﹤0.01% 2250
2021
Q2 		$1K Hold
96
– – ﹤0.01% 2317
2021
Q1 		$1K Hold
96
– – ﹤0.01% 2286
2020
Q4 		$1K Buy
+96
New +$1.27K ﹤0.01% 2238
2020
Q2 		– Sell
-147
Closed -$1.51K – 2263
2020
Q1 		$1K Buy
+147
New +$1.69K ﹤0.01% 2094

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Concourse Financial Group Securities's UBS Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of UBS Group (UBS) in Q1 2025, closing a stake of 1,578 shares — an estimated $54.7K sold.

Concourse Financial Group Securities first reported a position in UBS in Q1 2020 and held it in 17 quarters. The position peaked at $129K in Q1 2022. 585 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining UBS Group position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,578 UBS Group shares in Q1 2025, an estimated $54.7K.
  • Concourse Financial Group Securities first reported a position in UBS Group in Q1 2020 and held it in 17 quarters.
  • Concourse Financial Group Securities's UBS Group position peaked at $129K in Q1 2022.
  • 585 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.