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Longfellow Investment Management’s UBS Group UBS Stock Holding History

Longfellow Investment 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
-41,675
Closed -$1.12M – 299
2025
Q2 		$1.12M Buy
+41,675
New +$1.29M 0.28% 63
2021
Q3 		– Sell
-19,080
Closed -$293K – 445
2021
Q2 		$293K Sell
19,080
-6,656
-26% -$105K 0.04% 206
2021
Q1 		$400K Hold
25,736
– – 0.05% 253
2020
Q4 		$363K Buy
+25,736
New +$341K 0.04% 217

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

Longfellow Investment Management's UBS Position: Q3 2025 in Review

Longfellow Investment Management sold out of UBS Group (UBS) in Q3 2025, closing a stake of 41,675 shares — an estimated $1.12M sold.

Longfellow Investment Management first reported a position in UBS in Q4 2020 and held it in 4 quarters. The position peaked at $1.12M in Q2 2025. 620 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • Longfellow Investment Management reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
  • Longfellow Investment Management sold 41,675 UBS Group shares in Q3 2025, an estimated $1.12M.
  • Longfellow Investment Management first reported a position in UBS Group in Q4 2020 and held it in 4 quarters.
  • Longfellow Investment Management's UBS Group position peaked at $1.12M in Q2 2025.
  • 620 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Longfellow Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.