Haven Private’s UBS Group UBS Stock Holding History

Haven Private’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	–	Sell	-8,516	Closed	-$288K	–	192
2025 Q2	$288K	Buy	+8,516	New	+$264K	0.13%	140

Other funds holding UBS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Haven Private's UBS Position: Q3 2025 in Review

Haven Private sold out of UBS Group (UBS) in Q3 2025, closing a stake of 8,516 shares — an estimated $288K sold.

Haven Private first reported a position in UBS in Q2 2025 and held it in 1 quarter. The position peaked at $288K in Q2 2025. 621 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

Haven Private reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
Haven Private sold 8,516 UBS Group shares in Q3 2025, an estimated $288K.
Haven Private first reported a position in UBS Group in Q2 2025 and held it in 1 quarter.
Haven Private's UBS Group position peaked at $288K in Q2 2025.
621 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Haven Private's 13F filing for Q3 2025, filed 6 Nov 2025.