Foster Dykema Cabot & Partners’s UBS Group UBS Stock Holding History

Foster Dykema Cabot & Partners’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	-128	Closed	-$5.25K	–	424
2025 Q3	$5.25K	Hold	128	–	–	﹤0.01%	370
2025 Q2	$4.33K	Hold	128	–	–	﹤0.01%	311
2025 Q1	$3.92K	Hold	128	–	–	﹤0.01%	312
2024 Q4	$3.88K	Hold	128	–	–	﹤0.01%	335
2024 Q3	$3.96K	Buy	+128	New	+$3.85K	﹤0.01%	418

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

Foster Dykema Cabot & Partners's UBS Position: Q4 2025 in Review

Foster Dykema Cabot & Partners sold out of UBS Group (UBS) in Q4 2025, closing a stake of 128 shares — an estimated $5.25K sold.

Foster Dykema Cabot & Partners first reported a position in UBS in Q3 2024 and held it in 5 quarters. The position peaked at $5.25K in Q3 2025. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

Foster Dykema Cabot & Partners reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
Foster Dykema Cabot & Partners sold 128 UBS Group shares in Q4 2025, an estimated $5.25K.
Foster Dykema Cabot & Partners first reported a position in UBS Group in Q3 2024 and held it in 5 quarters.
Foster Dykema Cabot & Partners's UBS Group position peaked at $5.25K in Q3 2025.
690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2025, filed 12 Feb 2026.