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High Note Wealth’s UBS Group UBS Stock Holding History

High Note Wealth’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
-13
Closed -$440 – 996
2025
Q2 		$440 Hold
13
– – ﹤0.01% 772
2025
Q1 		$398 Hold
13
– – ﹤0.01% 766
2024
Q4 		$394 Buy
+13
New +$412 ﹤0.01% 774

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

High Note Wealth's UBS Position: Q3 2025 in Review

High Note Wealth sold out of UBS Group (UBS) in Q3 2025, closing a stake of 13 shares — an estimated $440 sold.

High Note Wealth first reported a position in UBS in Q4 2024 and held it in 3 quarters. The position peaked at $440 in Q2 2025. 620 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • High Note Wealth reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
  • High Note Wealth sold 13 UBS Group shares in Q3 2025, an estimated $440.
  • High Note Wealth first reported a position in UBS Group in Q4 2024 and held it in 3 quarters.
  • High Note Wealth's UBS Group position peaked at $440 in Q2 2025.
  • 620 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.