First Hawaiian Bank’s UBS Group UBS Stock Holding History

First Hawaiian Bank’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 Q1	–	Sell	-27,114	Closed	-$822K	–	714
2024 Q4	$822K	Sell	27,114 -864	-3%	-$27.4K	0.03%	478
2024 Q3	$865K	Sell	27,978 -3,147	-10%	-$94.6K	0.03%	467
2024 Q2	$919K	Sell	31,125 -1,594	-5%	-$47.4K	0.03%	399
2024 Q1	$1.01M	Sell	32,719 -10,550	-24%	-$312K	0.03%	400
2023 Q4	$1.34M	Sell	43,269 -22,987	-35%	-$605K	0.04%	317
2023 Q3	$1.63M	Sell	66,256 -234	-0.4%	-$5.47K	0.06%	261
2023 Q2	$1.35M	Buy	66,490 +205	+0.3%	+$4.12K	0.04%	306
2023 Q1	$1.41M	Buy	66,285 +12,379	+23%	+$258K	0.05%	291
2022 Q4	$1.01M	Buy	53,906 +97	+0.2%	+$1.65K	0.04%	354
2022 Q3	$781K	Sell	53,809 -408	-0.8%	-$6.53K	0.03%	395
2022 Q2	$879K	Sell	54,217 -8	-0%	-$140	0.03%	390
2022 Q1	$1.06M	Buy	+54,225	New	+$1.03M	0.03%	363
2019 Q2	–	Sell	-2,840	Closed	-$34K	–	1464
2019 Q1	$34K	Buy	2,840 +110	+4%	+$1.39K	﹤0.01%	1132
2018 Q4	$34K	Buy	2,730 +4	+0.1%	+$54	﹤0.01%	1179
2018 Q3	$43K	Buy	+2,726	New	+$42.9K	﹤0.01%	1193

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CCI

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

First Hawaiian Bank's UBS Position: Q1 2025 in Review

First Hawaiian Bank sold out of UBS Group (UBS) in Q1 2025, closing a stake of 27,114 shares — an estimated $822K sold.

First Hawaiian Bank first reported a position in UBS in Q3 2018 and held it in 15 quarters. The position peaked at $1.63M in Q3 2023. 584 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

First Hawaiian Bank reported no remaining UBS Group position as of Q1 2025 after selling out during the quarter.
First Hawaiian Bank sold 27,114 UBS Group shares in Q1 2025, an estimated $822K.
First Hawaiian Bank first reported a position in UBS Group in Q3 2018 and held it in 15 quarters.
First Hawaiian Bank's UBS Group position peaked at $1.63M in Q3 2023.
584 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on First Hawaiian Bank's 13F filing for Q1 2025, filed 3 Apr 2025.