Guerra Advisors’s UBS Group UBS Stock Holding History

Guerra 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 Q3	$10.7K	Buy	+262	New	+$10.2K	﹤0.01%	298

Other funds holding UBS

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 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

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

Guerra Advisors's UBS Position: Q3 2025 in Review

Guerra Advisors opened a new position in UBS Group (UBS) in Q3 2025: 262 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #298 among its holdings.

619 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

Guerra Advisors held 262 shares of UBS Group worth $10.7K as of Q3 2025.
UBS Group was a new Guerra Advisors position in Q3 2025.
UBS Group made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #298 holding.
619 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.