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Hexagon Capital Partners’s UBS Group UBS Stock Holding History

Hexagon Capital Partners’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
-5,331
Closed -$163K – 1607
2025
Q1 		$163K Sell
5,331
-254
-5% -$8.47K 0.03% 247
2024
Q4 		$169K Buy
5,585
+408
+8% +$12.9K 0.03% 243
2024
Q3 		$160K Sell
5,177
-157
-3% -$4.72K 0.03% 240
2024
Q2 		$158K Buy
5,334
+1,168
+28% +$34.7K 0.03% 235
2024
Q1 		$128K Buy
4,166
+420
+11% +$12.4K 0.03% 259
2023
Q4 		$116K Buy
3,746
+1,113
+42% +$29.3K 0.03% 270
2023
Q3 		$64.9K Buy
2,633
+37
+1% +$864 0.02% 319
2023
Q2 		$52.6K Buy
2,596
+1,141
+78% +$22.9K 0.01% 348
2023
Q1 		$31.1K Buy
1,455
+91
+7% +$1.9K 0.01% 447
2022
Q4 		$25.5K Sell
1,364
-742
-35% -$12.6K 0.01% 490
2022
Q3 		$31K Buy
2,106
+1,267
+151% +$20.3K 0.01% 491
2022
Q2 		$14K Buy
+839
New +$14.7K ﹤0.01% 610

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Hexagon Capital Partners's UBS Position: Q2 2025 in Review

Hexagon Capital Partners sold out of UBS Group (UBS) in Q2 2025, closing a stake of 5,331 shares — an estimated $163K sold.

Hexagon Capital Partners first reported a position in UBS in Q2 2022 and held it in 12 quarters. The position peaked at $169K in Q4 2024. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

  • Hexagon Capital Partners reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 5,331 UBS Group shares in Q2 2025, an estimated $163K.
  • Hexagon Capital Partners first reported a position in UBS Group in Q2 2022 and held it in 12 quarters.
  • Hexagon Capital Partners's UBS Group position peaked at $169K in Q4 2024.
  • 596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.