Dynamic Technology Lab’s UBS Group UBS Stock Holding History

Dynamic Technology Lab’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 Q4	–	Sell	-10,736	Closed	-$440K	–	1099
2025 Q3	$440K	Buy	+10,736	New	+$417K	0.07%	458
2024 Q4	–	Sell	-56,012	Closed	-$1.73M	–	1364
2024 Q3	$1.73M	Buy	+56,012	New	+$1.68M	0.18%	154
2021 Q4	–	Sell	-10,529	Closed	-$168K	–	1509
2021 Q3	$168K	Buy	+10,529	New	+$171K	0.02%	932
2021 Q1	–	Sell	-65,938	Closed	-$932K	–	1497
2020 Q4	$932K	Buy	+65,938	New	+$873K	0.15%	201
2020 Q1	–	Sell	-42,836	Closed	-$539K	–	1387
2019 Q4	$539K	Buy	+42,836	New	+$509K	0.09%	417
2019 Q3	–	Sell	-23,686	Closed	-$281K	–	1304
2019 Q2	$281K	Buy	+23,686	New	+$290K	0.05%	677
2017 Q1	–	Sell	-25,156	Closed	-$394K	–	1284
2016 Q4	$394K	Buy	+25,156	New	+$379K	0.11%	378

Other funds holding UBS

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

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dynamic Technology Lab's UBS Position: Q4 2025 in Review

Dynamic Technology Lab sold out of UBS Group (UBS) in Q4 2025, closing a stake of 10,736 shares — an estimated $440K sold.

Dynamic Technology Lab first reported a position in UBS in Q4 2016 and held it in 7 quarters. The position peaked at $1.73M in Q3 2024. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

Dynamic Technology Lab reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
Dynamic Technology Lab sold 10,736 UBS Group shares in Q4 2025, an estimated $440K.
Dynamic Technology Lab first reported a position in UBS Group in Q4 2016 and held it in 7 quarters.
Dynamic Technology Lab's UBS Group position peaked at $1.73M in Q3 2024.
690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Dynamic Technology Lab's 13F filing for Q4 2025, filed 13 Feb 2026.