IAG Wealth Partners’s UBS Group UBS Stock Holding History

IAG Wealth 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 Q1	–	Sell	-1,915	Closed	-$58.1K	–	531
2024 Q4	$58.1K	Hold	1,915	–	–	0.01%	183
2024 Q3	$59.2K	Buy	+1,915	New	+$57.5K	0.01%	173

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

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

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

IAG Wealth Partners's UBS Position: Q1 2025 in Review

IAG Wealth Partners sold out of UBS Group (UBS) in Q1 2025, closing a stake of 1,915 shares — an estimated $58.1K sold.

IAG Wealth Partners first reported a position in UBS in Q3 2024 and held it in 2 quarters. The position peaked at $59.2K in Q3 2024. 584 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

IAG Wealth Partners reported no remaining UBS Group position as of Q1 2025 after selling out during the quarter.
IAG Wealth Partners sold 1,915 UBS Group shares in Q1 2025, an estimated $58.1K.
IAG Wealth Partners first reported a position in UBS Group in Q3 2024 and held it in 2 quarters.
IAG Wealth Partners's UBS Group position peaked at $59.2K in Q3 2024.
584 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on IAG Wealth Partners's 13F filing for Q1 2025, filed 16 Apr 2025.