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Lingohr Asset Management’s UBS Group UBS Stock Holding History

Lingohr 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 		$880K Buy
21,509
+1,629
+8% +$63.3K 1.54% 17
2025
Q2 		$672K Buy
+19,880
New +$615K 1.22% 33
2023
Q3 		– Sell
-31,668
Closed -$640K – 73
2023
Q2 		$640K Hold
31,668
– – 1.63% 18
2023
Q1 		$651K Sell
31,668
-1,560
-5% -$32.5K 1.66% 4
2022
Q4 		$620K Hold
33,228
– – 1.74% 2
2022
Q3 		$527K Buy
33,228
+606
+2% +$9.7K 1.45% 9
2022
Q2 		$531K Hold
32,622
– – 1.41% 8
2022
Q1 		$642K Sell
32,622
-11,808
-27% -$223K 1.69% 1
2021
Q4 		$798K Sell
44,430
-591
-1% -$10.4K 2% 2
2021
Q3 		$723K Hold
45,021
– – 1.93% 3
2021
Q2 		$689K Hold
45,021
– – 1.74% 5
2021
Q1 		$699K Buy
+45,021
New +$692K 1.75% 4
2020
Q4 		– Sell
-40,978
Closed -$458K – 96
2020
Q3 		$458K Sell
40,978
-4,740
-10% -$56.8K 1.62% 3
2020
Q2 		$535K Sell
45,718
-2,135
-4% -$22K 2.16% 1
2020
Q1 		$448K Sell
47,853
-37,116
-44% -$428K 2.39% 1
2019
Q4 		$1.07M Sell
84,969
-551,618
-87% -$6.56M 1.04% 33
2019
Q3 		$7.23M Hold
636,587
– – 7.25% 2
2019
Q2 		$7.56M Hold
636,587
– – 7.42% 2
2019
Q1 		$7.71M Sell
636,587
-2,920
-0.5% -$37K 7.98% 2
2018
Q4 		$7.95M Buy
639,507
+517,587
+425% +$7.02M 8.54% 2
2018
Q3 		$1.94M Buy
+121,920
New +$1.92M 1.31% 12
2018
Q1 		– Sell
-725,994
Closed -$13.4M – 120
2017
Q4 		$13.4M Sell
725,994
-11,376
-2% -$198K 7.03% 2
2017
Q3 		$12.5M Hold
737,370
– – 6.38% 2
2017
Q2 		$11.8M Buy
737,370
+101,913
+16% +$1.66M 6.84% 2
2017
Q1 		$10.1M Buy
635,457
+129,144
+26% +$2.08M 5.53% 3
2016
Q4 		$7.94M Buy
506,313
+92,270
+22% +$1.39M 4.85% 4
2016
Q3 		$5.64M Buy
414,043
+84,037
+25% +$1.14M 5.09% 3
2016
Q2 		$4.28M Buy
330,006
+74,265
+29% +$1.13M 4.31% 3
2016
Q1 		$4.15M Buy
+255,741
New +$4.15M 3.92% 4

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 $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Lingohr Asset Management increased its UBS Group (UBS) stake by 8.2% in Q3 2025, buying an estimated $63.3K and bringing the position to 21,509 shares worth $880K. The position accounts for 1.54% of the portfolio, ranked #17.

Lingohr Asset Management first reported a position in UBS in Q1 2016 and has held it in 29 quarters since. The position peaked at $13.4M in Q4 2017. 618 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • Lingohr Asset Management held 21,509 shares of UBS Group worth $880K as of Q3 2025.
  • Lingohr Asset Management bought 1,629 UBS Group shares in Q3 2025, an estimated $63.3K.
  • UBS Group made up 1.54% of Lingohr Asset Management's portfolio in Q3 2025, its #17 holding.
  • Lingohr Asset Management first reported a position in UBS Group in Q1 2016 and has held it in 29 quarters since.
  • Lingohr Asset Management's UBS Group position peaked at $13.4M in Q4 2017.
  • 618 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Lingohr Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.