GPS Wealth Strategies Group’s UBS Group UBS Stock Holding History

GPS Wealth Strategies Group’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	-378	Closed	-$11.6K	–	1669
2025 Q1	$11.6K	Buy	+378	New	+$12.6K	﹤0.01%	962
2024 Q3	–	Sell	-311	Closed	-$9.19K	–	1442
2024 Q2	$9.19K	Hold	311	–	–	﹤0.01%	934
2024 Q1	$9.55K	Hold	311	–	–	﹤0.01%	867
2023 Q4	$9.61K	Hold	311	–	–	﹤0.01%	846
2023 Q3	$7.67K	Hold	311	–	–	﹤0.01%	891
2023 Q2	$6.3K	Buy	+311	New	+$6.25K	﹤0.01%	933

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

GPS Wealth Strategies Group's UBS Position: Q2 2025 in Review

GPS Wealth Strategies Group sold out of UBS Group (UBS) in Q2 2025, closing a stake of 378 shares — an estimated $11.6K sold.

GPS Wealth Strategies Group first reported a position in UBS in Q2 2023 and held it in 6 quarters. The position peaked at $11.6K in Q1 2025. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

GPS Wealth Strategies Group reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 378 UBS Group shares in Q2 2025, an estimated $11.6K.
GPS Wealth Strategies Group first reported a position in UBS Group in Q2 2023 and held it in 6 quarters.
GPS Wealth Strategies Group's UBS Group position peaked at $11.6K in Q1 2025.
596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2025, filed 5 Aug 2025.