KFC
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Klingenstein Fields & Co’s UBS Group UBS Stock Holding History

Klingenstein Fields & Co’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
2026
Q1 		$583K Hold
14,930
– – 0.02% 121
2025
Q4 		$691K Hold
14,930
– – 0.03% 111
2025
Q3 		$612K Hold
14,930
– – 0.02% 117
2025
Q2 		$505K Hold
14,930
– – 0.02% 118
2025
Q1 		$457K Hold
14,930
– – 0.02% 122
2024
Q4 		$453K Hold
14,930
– – 0.02% 120
2024
Q3 		$461K Hold
14,930
– – 0.02% 125
2024
Q2 		$441K Hold
14,930
– – 0.02% 125
2024
Q1 		$459K Hold
14,930
– – 0.02% 124
2023
Q4 		$461K Hold
14,930
– – 0.02% 119
2023
Q3 		$368K Buy
+14,930
New +$349K 0.02% 125

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return