DecisionPoint Financial’s UBS Group UBS Stock Holding History

DecisionPoint Financial’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	-136	Closed	-$4.17K	–	689
2025 Q1	$4.17K	Hold	136	–	–	﹤0.01%	185
2024 Q4	$4.12K	Hold	136	–	–	﹤0.01%	195
2024 Q3	$4.2K	Hold	136	–	–	﹤0.01%	189
2024 Q2	$4.11K	Hold	136	–	–	﹤0.01%	188
2024 Q1	$3.72K	Hold	136	–	–	﹤0.01%	205
2023 Q4	$4.2K	Buy	+136	New	+$3.58K	﹤0.01%	155

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

DecisionPoint Financial's UBS Position: Q2 2025 in Review

DecisionPoint Financial sold out of UBS Group (UBS) in Q2 2025, closing a stake of 136 shares — an estimated $4.17K sold.

DecisionPoint Financial first reported a position in UBS in Q4 2023 and held it in 6 quarters. The position peaked at $4.2K in Q3 2024. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

DecisionPoint Financial reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
DecisionPoint Financial sold 136 UBS Group shares in Q2 2025, an estimated $4.17K.
DecisionPoint Financial first reported a position in UBS Group in Q4 2023 and held it in 6 quarters.
DecisionPoint Financial's UBS Group position peaked at $4.2K in Q3 2024.
596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on DecisionPoint Financial's 13F filing for Q2 2025, filed 14 Aug 2025.