Dorsey Wright & Associates’s UBS Group UBS Stock Holding History

Dorsey Wright & Associates’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	-98,068	Closed	-$3M	–	159
2025 Q1	$3M	Sell	98,068 -12,262	-11%	-$409K	0.77%	55
2024 Q4	$3.35M	Sell	110,330 -31,345	-22%	-$994K	0.8%	50
2024 Q3	$4.38M	Buy	141,675 +15,570	+12%	+$468K	1.04%	31
2024 Q2	$3.73M	Sell	126,105 -2,169	-2%	-$64.5K	0.97%	32
2024 Q1	$3.94M	Sell	128,274 -9,304	-7%	-$275K	1.03%	27
2023 Q4	$4.25M	Sell	137,578 -10,675	-7%	-$281K	1.29%	18
2023 Q3	$3.65M	Sell	148,253 -9,613	-6%	-$225K	1.14%	22
2023 Q2	$3.2M	Sell	157,866 -14,339	-8%	-$288K	0.96%	35
2023 Q1	$3.68M	Sell	172,205 -11,581	-6%	-$242K	1.11%	21
2022 Q4	$3.43M	Buy	+183,786	New	+$3.13M	1%	29
2022 Q2	$3.32M	Sell	204,847 -26,899	-12%	-$472K	0.97%	39
2022 Q1	$4.53M	Sell	231,746 -3,820	-2%	-$72.3K	1.05%	30
2021 Q4	$4.21M	Buy	+235,566	New	+$4.15M	0.87%	47

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

Dorsey Wright & Associates's UBS Position: Q2 2025 in Review

Dorsey Wright & Associates sold out of UBS Group (UBS) in Q2 2025, closing a stake of 98,068 shares — an estimated $3M sold.

Dorsey Wright & Associates first reported a position in UBS in Q4 2021 and held it in 13 quarters. The position peaked at $4.53M in Q1 2022. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

Dorsey Wright & Associates reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
Dorsey Wright & Associates sold 98,068 UBS Group shares in Q2 2025, an estimated $3M.
Dorsey Wright & Associates first reported a position in UBS Group in Q4 2021 and held it in 13 quarters.
Dorsey Wright & Associates's UBS Group position peaked at $4.53M in Q1 2022.
596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Dorsey Wright & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.