Kestra Investment Management’s UBS Group UBS Stock Holding History

Kestra Investment 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 Q1	–	Sell	-745	Closed	-$22.6K	–	1386
2024 Q4	$22.6K	Buy	+745	New	+$23.6K	﹤0.01%	696

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

Kestra Investment Management's UBS Position: Q1 2025 in Review

Kestra Investment Management sold out of UBS Group (UBS) in Q1 2025, closing a stake of 745 shares — an estimated $22.6K sold.

Kestra Investment Management first reported a position in UBS in Q4 2024 and held it in 1 quarter. The position peaked at $22.6K in Q4 2024. 584 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

Kestra Investment Management reported no remaining UBS Group position as of Q1 2025 after selling out during the quarter.
Kestra Investment Management sold 745 UBS Group shares in Q1 2025, an estimated $22.6K.
Kestra Investment Management first reported a position in UBS Group in Q4 2024 and held it in 1 quarter.
Kestra Investment Management's UBS Group position peaked at $22.6K in Q4 2024.
584 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.