FAIM
UBS icon

Financial Advocates Investment Management’s UBS Group UBS Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-7,582
Closed -$232K – 778
2025
Q1 		$232K Sell
7,582
-19
-0.2% -$634 0.02% 635
2024
Q4 		$230K Sell
7,601
-1,603
-17% -$50.8K 0.01% 669
2024
Q3 		$284K Sell
9,204
-394
-4% -$11.8K 0.02% 614
2024
Q2 		$284K Buy
9,598
+14
+0.1% +$416 0.02% 588
2024
Q1 		$294K Buy
9,584
+228
+2% +$6.74K 0.02% 600
2023
Q4 		$289K Buy
+9,356
New +$246K 0.02% 567

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $1T 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 $315B AUM 27.84% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Financial Advocates Investment Management's UBS Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of UBS Group (UBS) in Q2 2025, closing a stake of 7,582 shares — an estimated $232K sold.

Financial Advocates Investment Management first reported a position in UBS in Q4 2023 and held it in 6 quarters. The position peaked at $294K in Q1 2024. 597 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,582 UBS Group shares in Q2 2025, an estimated $232K.
  • Financial Advocates Investment Management first reported a position in UBS Group in Q4 2023 and held it in 6 quarters.
  • Financial Advocates Investment Management's UBS Group position peaked at $294K in Q1 2024.
  • 597 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.