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Kiker Wealth Management’s UBS Group UBS Stock Holding History

Kiker Wealth 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
-69
Closed -$2.33K – 613
2025
Q2 		$2.33K Hold
69
– – ﹤0.01% 482
2025
Q1 		$2.11K Buy
+69
New +$2.3K ﹤0.01% 538

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

Kiker Wealth Management's UBS Position: Q3 2025 in Review

Kiker Wealth Management sold out of UBS Group (UBS) in Q3 2025, closing a stake of 69 shares — an estimated $2.33K sold.

Kiker Wealth Management first reported a position in UBS in Q1 2025 and held it in 2 quarters. The position peaked at $2.33K in Q2 2025. 621 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • Kiker Wealth Management reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 69 UBS Group shares in Q3 2025, an estimated $2.33K.
  • Kiker Wealth Management first reported a position in UBS Group in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's UBS Group position peaked at $2.33K in Q2 2025.
  • 621 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.