CWP
UBS icon

Cyndeo Wealth Partners’s UBS Group UBS Stock Holding History

Cyndeo Wealth Partners’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
-8,527
Closed -$261K – 492
2025
Q1 		$261K Buy
8,527
+1,181
+16% +$39.4K 0.02% 394
2024
Q4 		$223K Hold
7,346
– – 0.02% 416
2024
Q3 		$227K Buy
7,346
+454
+7% +$13.6K 0.02% 420
2024
Q2 		$204K Buy
6,892
+1
+0% +$30 0.02% 383
2024
Q1 		$212K Sell
6,891
-260
-4% -$7.68K 0.02% 371
2023
Q4 		$221K Sell
7,151
-1,239
-15% -$32.6K 0.02% 347
2023
Q3 		$207K Buy
+8,390
New +$196K 0.02% 325

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

Cyndeo Wealth Partners's UBS Position: Q2 2025 in Review

Cyndeo Wealth Partners sold out of UBS Group (UBS) in Q2 2025, closing a stake of 8,527 shares — an estimated $261K sold.

Cyndeo Wealth Partners first reported a position in UBS in Q3 2023 and held it in 7 quarters. The position peaked at $261K in Q1 2025. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

  • Cyndeo Wealth Partners reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 8,527 UBS Group shares in Q2 2025, an estimated $261K.
  • Cyndeo Wealth Partners first reported a position in UBS Group in Q3 2023 and held it in 7 quarters.
  • Cyndeo Wealth Partners's UBS Group position peaked at $261K in Q1 2025.
  • 596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.