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Global Financial Private Client’s UBS Group UBS Stock Holding History

Global Financial Private Client’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
-399
Closed -$12.2K – 1506
2025
Q1 		$12.2K Hold
399
– – ﹤0.01% 539
2024
Q4 		$12.1K Hold
399
– – ﹤0.01% 517
2024
Q3 		$12.3K Buy
+399
New +$12K ﹤0.01% 513

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 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
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

Global Financial Private Client's UBS Position: Q2 2025 in Review

Global Financial Private Client sold out of UBS Group (UBS) in Q2 2025, closing a stake of 399 shares — an estimated $12.2K sold.

Global Financial Private Client first reported a position in UBS in Q3 2024 and held it in 3 quarters. The position peaked at $12.3K in Q3 2024. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

  • Global Financial Private Client reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 399 UBS Group shares in Q2 2025, an estimated $12.2K.
  • Global Financial Private Client first reported a position in UBS Group in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's UBS Group position peaked at $12.3K in Q3 2024.
  • 596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.