Governors Lane’s UBS Group UBS Stock Holding History

Governors Lane’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	–	Sell	-75,861	Closed	-$3.11M	–	189
2025 Q3	$3.11M	Sell	75,861 -801,961	-91%	-$31.1M	0.24%	75
2025 Q2	$29.7M	Buy	877,822 +179,922	+26%	+$5.57M	2.68%	6
2025 Q1	$21.2M	Sell	697,900 -192,900	-22%	-$6.43M	2.41%	13
2024 Q4	$27.2M	Buy	+890,800	New	+$28.2M	2.12%	15

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Governors Lane's UBS Position: Q4 2025 in Review

Governors Lane sold out of UBS Group (UBS) in Q4 2025, closing a stake of 75,861 shares — an estimated $3.11M sold.

Governors Lane first reported a position in UBS in Q4 2024 and held it in 4 quarters. The position peaked at $29.7M in Q2 2025. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

Governors Lane reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
Governors Lane sold 75,861 UBS Group shares in Q4 2025, an estimated $3.11M.
Governors Lane first reported a position in UBS Group in Q4 2024 and held it in 4 quarters.
Governors Lane's UBS Group position peaked at $29.7M in Q2 2025.
690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Governors Lane's 13F filing for Q4 2025, filed 17 Feb 2026.