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Freedom Investment Management’s UBS Group UBS Stock Holding History

Freedom 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
Q3 		– Sell
-11,803
Closed -$399K – 672
2025
Q2 		$399K Buy
11,803
+382
+3% +$11.8K 0.03% 511
2025
Q1 		$350K Sell
11,421
-1,502
-12% -$50.1K 0.03% 532
2024
Q4 		$392K Sell
12,923
-718
-5% -$22.8K 0.03% 500
2024
Q3 		$422K Sell
13,641
-658
-5% -$19.8K 0.03% 484
2024
Q2 		$422K Sell
14,299
-3,481
-20% -$103K 0.03% 481
2024
Q1 		$546K Sell
17,780
-1,480
-8% -$43.7K 0.04% 411
2023
Q4 		$595K Buy
19,260
+189
+1% +$4.97K 0.05% 390
2023
Q3 		$470K Sell
19,071
-6,261
-25% -$146K 0.06% 377
2023
Q2 		$513K Sell
25,332
-2,881
-10% -$57.9K 0.06% 387
2023
Q1 		$602K Sell
28,213
-19,310
-41% -$403K 0.07% 350
2022
Q4 		$887K Sell
47,523
-923
-2% -$15.7K 0.1% 272
2022
Q3 		$703K Sell
48,446
-3,603
-7% -$57.7K 0.08% 319
2022
Q2 		$844K Buy
+52,049
New +$912K 0.09% 292
2022
Q1 		– Sell
-188,928
Closed -$3.38M – 946
2021
Q4 		$3.38M Buy
+188,928
New +$3.33M 0.25% 96

Other funds holding UBS

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Freedom Investment Management's UBS Position: Q3 2025 in Review

Freedom Investment Management sold out of UBS Group (UBS) in Q3 2025, closing a stake of 11,803 shares — an estimated $399K sold.

Freedom Investment Management first reported a position in UBS in Q4 2021 and held it in 14 quarters. The position peaked at $3.38M in Q4 2021. 618 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • Freedom Investment Management reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 11,803 UBS Group shares in Q3 2025, an estimated $399K.
  • Freedom Investment Management first reported a position in UBS Group in Q4 2021 and held it in 14 quarters.
  • Freedom Investment Management's UBS Group position peaked at $3.38M in Q4 2021.
  • 618 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.