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Dakota Wealth Management’s UBS Group UBS Stock Holding History

Dakota Wealth 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
Q3 		– Sell
-12,564
Closed -$425K – 783
2025
Q2 		$425K Buy
12,564
+42
+0.3% +$1.3K 0.01% 545
2025
Q1 		$384K Sell
12,522
-687
-5% -$22.9K 0.01% 565
2024
Q4 		$400K Sell
13,209
-361
-3% -$11.4K 0.01% 547
2024
Q3 		$419K Sell
13,570
-443
-3% -$13.3K 0.01% 530
2024
Q2 		$414K Sell
14,013
-583
-4% -$17.3K 0.01% 530
2024
Q1 		$448K Sell
14,596
-677
-4% -$20K 0.01% 520
2023
Q4 		$472K Buy
+15,273
New +$402K 0.02% 433

Other funds holding UBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dakota Wealth Management's UBS Position: Q3 2025 in Review

Dakota Wealth Management sold out of UBS Group (UBS) in Q3 2025, closing a stake of 12,564 shares — an estimated $425K sold.

Dakota Wealth Management first reported a position in UBS in Q4 2023 and held it in 7 quarters. The position peaked at $472K in Q4 2023. 621 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • Dakota Wealth Management reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 12,564 UBS Group shares in Q3 2025, an estimated $425K.
  • Dakota Wealth Management first reported a position in UBS Group in Q4 2023 and held it in 7 quarters.
  • Dakota Wealth Management's UBS Group position peaked at $472K in Q4 2023.
  • 621 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.