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Iconiq Capital’s UBS Group UBS Stock Holding History

Iconiq Capital’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
-13,488
Closed -$456K – 375
2025
Q2 		$456K Sell
13,488
-5,911
-30% -$183K 0.01% 206
2025
Q1 		$594K Buy
19,399
+6,581
+51% +$219K 0.01% 140
2024
Q4 		$389K Buy
+12,818
New +$406K 0.01% 190

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

Iconiq Capital's UBS Position: Q3 2025 in Review

Iconiq Capital sold out of UBS Group (UBS) in Q3 2025, closing a stake of 13,488 shares — an estimated $456K sold.

Iconiq Capital first reported a position in UBS in Q4 2024 and held it in 3 quarters. The position peaked at $594K in Q1 2025. 621 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • Iconiq Capital reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
  • Iconiq Capital sold 13,488 UBS Group shares in Q3 2025, an estimated $456K.
  • Iconiq Capital first reported a position in UBS Group in Q4 2024 and held it in 3 quarters.
  • Iconiq Capital's UBS Group position peaked at $594K in Q1 2025.
  • 621 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.