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Logan Capital Management’s UBS Group UBS Stock Holding History

Logan Capital 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
-6,666
Closed -$225K – 490
2025
Q2 		$225K Hold
6,666
– – 0.01% 261
2025
Q1 		$204K Sell
6,666
-82,839
-93% -$2.76M 0.01% 277
2024
Q4 		$2.71M Buy
89,505
+1,480
+2% +$46.9K 0.11% 162
2024
Q3 		$2.72M Buy
88,025
+3,540
+4% +$106K 0.11% 165
2024
Q2 		$2.5M Sell
84,485
-3,024
-3% -$89.9K 0.11% 165
2024
Q1 		$2.69M Sell
87,509
-6,870
-7% -$203K 0.12% 165
2023
Q4 		$2.92M Sell
94,379
-22,843
-19% -$601K 0.14% 157
2023
Q3 		$2.89M Sell
117,222
-14,910
-11% -$348K 0.15% 147
2023
Q2 		$2.68M Sell
132,132
-5,319
-4% -$107K 0.13% 150
2023
Q1 		$2.93M Sell
137,451
-25,910
-16% -$541K 0.14% 147
2022
Q4 		$3.05M Buy
163,361
+6,474
+4% +$110K 0.16% 142
2022
Q3 		$2.28M Buy
156,887
+14,430
+10% +$231K 0.14% 141
2022
Q2 		$2.31M Buy
142,457
+16,450
+13% +$288K 0.13% 150
2022
Q1 		$2.46M Buy
126,007
+4,503
+4% +$85.2K 0.12% 151
2021
Q4 		$2.17M Buy
121,504
+4,203
+4% +$74K 0.09% 166
2021
Q3 		$1.87M Buy
117,301
+1,375
+1% +$22.3K 0.09% 168
2021
Q2 		$1.78M Buy
115,926
+17,625
+18% +$278K 0.08% 174
2021
Q1 		$1.53M Buy
98,301
+2,694
+3% +$41.4K 0.08% 174
2020
Q4 		$1.35M Sell
95,607
-2,745
-3% -$36.3K 0.07% 189
2020
Q3 		$1.1M Buy
98,352
+5,721
+6% +$68.6K 0.06% 250
2020
Q2 		$1.07M Buy
92,631
+3,812
+4% +$39.3K 0.06% 187
2020
Q1 		$822K Buy
88,819
+8,251
+10% +$95.1K 0.06% 218
2019
Q4 		$1.01M Buy
+80,568
New +$958K 0.06% 211

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

Logan Capital Management's UBS Position: Q3 2025 in Review

Logan Capital Management sold out of UBS Group (UBS) in Q3 2025, closing a stake of 6,666 shares — an estimated $225K sold.

Logan Capital Management first reported a position in UBS in Q4 2019 and held it in 23 quarters. The position peaked at $3.05M in Q4 2022. 619 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • Logan Capital Management reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
  • Logan Capital Management sold 6,666 UBS Group shares in Q3 2025, an estimated $225K.
  • Logan Capital Management first reported a position in UBS Group in Q4 2019 and held it in 23 quarters.
  • Logan Capital Management's UBS Group position peaked at $3.05M in Q4 2022.
  • 619 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Logan Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.