Glass Jacobson Investment Advisors’s UBS Group UBS Stock Holding History

Glass Jacobson Investment Advisors’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 Q2	–	Sell	-315	Closed	-$9.55K	–	839
2025 Q1	$9.55K	Hold	315	–	–	﹤0.01%	600
2024 Q4	$9.55K	Hold	315	–	–	﹤0.01%	600
2024 Q3	$9.74K	Hold	315	–	–	﹤0.01%	570
2024 Q2	$9.31K	Hold	315	–	–	﹤0.01%	558
2024 Q1	$9.68K	Hold	315	–	–	﹤0.01%	560
2023 Q4	$9.73K	Sell	315 -123	-28%	-$3.23K	﹤0.01%	524
2023 Q3	$10.8K	Hold	438	–	–	﹤0.01%	494
2023 Q2	$8.88K	Buy	+438	New	+$8.81K	﹤0.01%	516
2022 Q4	$8.89K	Buy	+476	New	+$8.1K	﹤0.01%	529

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Glass Jacobson Investment Advisors's UBS Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of UBS Group (UBS) in Q2 2025, closing a stake of 315 shares — an estimated $9.55K sold.

Glass Jacobson Investment Advisors first reported a position in UBS in Q4 2022 and held it in 9 quarters. The position peaked at $10.8K in Q3 2023. 597 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 315 UBS Group shares in Q2 2025, an estimated $9.55K.
Glass Jacobson Investment Advisors first reported a position in UBS Group in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's UBS Group position peaked at $10.8K in Q3 2023.
597 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.