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GAM Holding’s UBS Group UBS Stock Holding History

GAM Holding’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 		$47.6M Buy
1,020,351
+147,532
+17% +$5.96M 3.04% 5
2025
Q3 		$35.7M Buy
872,819
+13,776
+2% +$535K 2.2% 7
2025
Q2 		$29M Buy
+859,043
New +$26.6M 2.04% 9
2020
Q1 		– Sell
-1,164,327
Closed -$14.7M – 529
2019
Q4 		$14.7M Sell
1,164,327
-732,571
-39% -$8.71M 0.7% 29
2019
Q3 		$21.5M Sell
1,896,898
-4,442
-0.2% -$50K 0.95% 8
2019
Q2 		$22.6M Buy
1,901,340
+7,700
+0.4% +$94.4K 0.89% 7
2019
Q1 		$23M Sell
1,893,640
-338,417
-15% -$4.29M 0.97% 7
2018
Q4 		$27.8M Sell
2,232,057
-4,794
-0.2% -$65K 1.4% 5
2018
Q3 		$35.3M Buy
2,236,851
+31,184
+1% +$490K 1.28% 5
2018
Q2 		$34.1M Buy
2,205,667
+92,817
+4% +$1.51M 1.19% 7
2018
Q1 		$37.2M Sell
2,112,850
-147,957
-7% -$2.81M 1.31% 5
2017
Q4 		$41.6M Buy
+2,260,807
New +$39.3M 1.29% 4

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return