Gendell Jeffrey L’s UBS Group UBS Stock Holding History

Gendell Jeffrey L’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	-75,000	Closed	-$2.27M	–	89
2024 Q4	$2.27M	Hold	75,000	–	–	0.07%	69
2024 Q3	$2.32M	Hold	75,000	–	–	0.07%	64
2024 Q2	$2.22M	Hold	75,000	–	–	0.08%	74
2024 Q1	$2.3M	Hold	75,000	–	–	0.09%	66
2023 Q4	$2.32M	Hold	75,000	–	–	0.13%	54
2023 Q3	$1.85M	Buy	+75,000	New	+$1.75M	0.11%	60

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

Gendell Jeffrey L's UBS Position: Q1 2025 in Review

Gendell Jeffrey L sold out of UBS Group (UBS) in Q1 2025, closing a stake of 75,000 shares — an estimated $2.27M sold.

Gendell Jeffrey L first reported a position in UBS in Q3 2023 and held it in 6 quarters. The position peaked at $2.32M in Q3 2024. 584 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

Gendell Jeffrey L reported no remaining UBS Group position as of Q1 2025 after selling out during the quarter.
Gendell Jeffrey L sold 75,000 UBS Group shares in Q1 2025, an estimated $2.27M.
Gendell Jeffrey L first reported a position in UBS Group in Q3 2023 and held it in 6 quarters.
Gendell Jeffrey L's UBS Group position peaked at $2.32M in Q3 2024.
584 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Gendell Jeffrey L's 13F filing for Q1 2025, filed 15 May 2025.