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Jupiter Asset Management’s UBS Group UBS Stock Holding History

Jupiter Asset Management’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
-999,014
Closed -$33.7M – 557
2025
Q2 		$33.7M Sell
999,014
-276,831
-22% -$8.57M 0.28% 120
2025
Q1 		$38.7M Sell
1,275,845
-574,844
-31% -$19.2M 0.37% 94
2024
Q4 		$56.6M Sell
1,850,689
-116,785
-6% -$3.7M 0.55% 47
2024
Q3 		$60.8M Buy
1,967,474
+1,276,832
+185% +$38.4M 0.53% 57
2024
Q2 		$20.3M Buy
690,642
+586,649
+564% +$17.4M 0.19% 157
2024
Q1 		$3.2M Sell
103,993
-198,761
-66% -$5.87M 0.03% 284
2023
Q4 		$9.39M Sell
302,754
-598,210
-66% -$15.7M 0.09% 214
2023
Q3 		$22.3M Sell
900,964
-37,258
-4% -$870K 0.25% 125
2023
Q2 		$19M Sell
938,222
-879,272
-48% -$17.7M 0.21% 140
2023
Q1 		$38.4M Buy
1,817,494
+905,813
+99% +$18.9M 0.53% 46
2022
Q4 		$16.9M Sell
911,681
-640,517
-41% -$10.9M 0.25% 135
2022
Q3 		$22.8M Buy
1,552,198
+62,760
+4% +$1M 0.35% 76
2022
Q2 		$23.9M Sell
1,489,438
-408,469
-22% -$7.16M 0.34% 89
2022
Q1 		$37.4M Buy
1,897,907
+1,728,922
+1,023% +$32.7M 0.44% 67
2021
Q4 		$3.04M Buy
168,985
+110,086
+187% +$1.94M 0.03% 308
2021
Q3 		$947K Sell
58,899
-7,764
-12% -$126K 0.01% 417
2021
Q2 		$1.02M Sell
66,663
-1,504,455
-96% -$23.8M 0.01% 439
2021
Q1 		$24.4M Buy
1,571,118
+1,488,173
+1,794% +$22.9M 0.24% 119
2020
Q4 		$1.17M Buy
82,945
+38,432
+86% +$509K 0.01% 453
2020
Q3 		$499K Buy
44,513
+7,381
+20% +$88.5K 0.01% 509
2020
Q2 		$427K Buy
+37,132
New +$382K 0.01% 246

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

Jupiter Asset Management's UBS Position: Q3 2025 in Review

Jupiter Asset Management sold out of UBS Group (UBS) in Q3 2025, closing a stake of 999,014 shares — an estimated $33.7M sold.

Jupiter Asset Management first reported a position in UBS in Q2 2020 and held it in 21 quarters. The position peaked at $60.8M in Q3 2024. 620 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • Jupiter Asset Management reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 999,014 UBS Group shares in Q3 2025, an estimated $33.7M.
  • Jupiter Asset Management first reported a position in UBS Group in Q2 2020 and held it in 21 quarters.
  • Jupiter Asset Management's UBS Group position peaked at $60.8M in Q3 2024.
  • 620 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Jupiter Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.