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Lindbrook Capital’s UBS Group UBS Stock Holding History

Lindbrook Capital’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 		$370K Buy
12,069
+822
+7% +$27.4K 0.03% 272
2024
Q4 		$341K Buy
11,247
+345
+3% +$10.9K 0.03% 288
2024
Q3 		$337K Sell
10,902
-1,923
-15% -$57.8K 0.03% 286
2024
Q2 		$379K Buy
12,825
+444
+4% +$13.2K 0.04% 244
2024
Q1 		$380K Buy
12,381
+204
+2% +$6.03K 0.04% 245
2023
Q4 		$376K Buy
12,177
+540
+5% +$14.2K 0.04% 238
2023
Q3 		$287K Buy
11,637
+1,342
+13% +$31.3K 0.03% 251
2023
Q2 		$209K Sell
10,295
-917
-8% -$18.4K 0.02% 317
2023
Q1 		$239K Sell
11,212
-5,209
-32% -$109K 0.03% 276
2022
Q4 		$307K Buy
16,421
+6,307
+62% +$107K 0.04% 248
2022
Q3 		$147K Buy
10,114
+1,227
+14% +$19.6K 0.02% 336
2022
Q2 		$144K Sell
8,887
-5,039
-36% -$88.3K 0.02% 364
2022
Q1 		$272K Buy
13,926
+89
+0.6% +$1.68K 0.04% 235
2021
Q4 		$247K Buy
13,837
+2,542
+23% +$44.8K 0.04% 261
2021
Q3 		$180K Buy
11,295
+353
+3% +$5.72K 0.05% 173
2021
Q2 		$168K Sell
10,942
-43
-0.4% -$679 0.04% 193
2021
Q1 		$171K Buy
10,985
+425
+4% +$6.53K 0.04% 175
2020
Q4 		$149K Sell
10,560
-6,966
-40% -$92.2K 0.04% 177
2020
Q3 		$195K Buy
17,526
+53
+0.3% +$635 0.05% 127
2020
Q2 		$202K Sell
17,473
-2,168
-11% -$22.3K 0.06% 123
2020
Q1 		$182K Buy
19,641
+6,478
+49% +$74.7K 0.07% 110
2019
Q4 		$166K Hold
13,163
– – 0.06% 170
2019
Q3 		$149K Buy
13,163
+286
+2% +$3.22K 0.06% 172
2019
Q2 		$152K Sell
12,877
-414
-3% -$5.07K 0.06% 173
2019
Q1 		$160K Buy
13,291
+264
+2% +$3.34K 0.06% 159
2018
Q4 		$161K Buy
+13,027
New +$177K 0.08% 133

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Lindbrook Capital's UBS Position: Q1 2025 in Review

Lindbrook Capital increased its UBS Group (UBS) stake by 7.3% in Q1 2025, buying an estimated $27.4K and bringing the position to 12,069 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #272.

Lindbrook Capital first reported a position in UBS in Q4 2018 and has held it in 26 quarters since. The position peaked at $380K in Q1 2024. 585 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

  • Lindbrook Capital held 12,069 shares of UBS Group worth $370K as of Q1 2025.
  • Lindbrook Capital bought 822 UBS Group shares in Q1 2025, an estimated $27.4K.
  • UBS Group made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #272 holding.
  • Lindbrook Capital first reported a position in UBS Group in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's UBS Group position peaked at $380K in Q1 2024.
  • 585 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.