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Main Street Financial Solutions’s UBS Group UBS Stock Holding History

Main Street Financial Solutions’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
Q4 		$1.06M Sell
22,916
-129
-0.6% -$5.21K 0.08% 212
2025
Q3 		$945K Hold
23,045
– – 0.06% 265
2025
Q2 		$779K Sell
23,045
-225
-1% -$6.96K 0.06% 272
2025
Q1 		$713K Sell
23,270
-550
-2% -$18.3K 0.06% 251
2024
Q4 		$722K Buy
+23,820
New +$755K 0.07% 219

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Main Street Financial Solutions's UBS Position: Q4 2025 in Review

Main Street Financial Solutions reduced its UBS Group (UBS) stake by 0.56% in Q4 2025, selling an estimated $5.21K and leaving 22,916 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #212.

Main Street Financial Solutions first reported a position in UBS in Q4 2024 and has held it in 5 quarters since. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

  • Main Street Financial Solutions held 22,916 shares of UBS Group worth $1.06M as of Q4 2025.
  • Main Street Financial Solutions sold 129 UBS Group shares in Q4 2025, an estimated $5.21K.
  • UBS Group made up 0.08% of Main Street Financial Solutions's portfolio in Q4 2025, its #212 holding.
  • Main Street Financial Solutions first reported a position in UBS Group in Q4 2024 and has held it in 5 quarters since.
  • 690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.