Iconiq Capital’s UBS Group UBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$456K Sell
13,488
-5,911
-30% -$200K 0.01% 206
2025
Q1
$594K Buy
19,399
+6,581
+51% +$202K 0.01% 140
2024
Q4
$389K Buy
+12,818
New +$389K 0.01% 190