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GTS Securities’s UBS Group UBS Stock Holding History

GTS Securities’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
2024
Q4 		– Sell
-33,788
Closed -$1.04M – 3946
2024
Q3 		$1.04M Sell
33,788
-8,600
-20% -$258K ﹤0.01% 2120
2024
Q2 		$1.25M Sell
42,388
-212,300
-83% -$6.31M ﹤0.01% 1874
2024
Q1 		$7.82M Buy
254,688
+193,240
+314% +$5.71M 0.01% 622
2023
Q4 		$1.9M Buy
61,448
+8,500
+16% +$224K ﹤0.01% 1691
2023
Q3 		$1.31M Buy
+52,948
New +$1.24M ﹤0.01% 1808

Other funds holding UBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

GTS Securities's UBS Position: Q3 2025 in Review

GTS Securities sold out of UBS Group (UBS) in Q3 2025, closing a stake of 37,307 shares — an estimated $1.26M sold.

GTS Securities first reported a position in UBS in Q4 2023 and held it in 3 quarters. The position peaked at $3.25M in Q4 2023. 620 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • GTS Securities reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
  • GTS Securities sold 37,307 UBS Group shares in Q3 2025, an estimated $1.26M.
  • GTS Securities first reported a position in UBS Group in Q4 2023 and held it in 3 quarters.
  • GTS Securities's UBS Group position peaked at $3.25M in Q4 2023.
  • 620 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on GTS Securities's 13F filing for Q3 2025, filed 14 Nov 2025.