MASECO Private Wealth’s UBS Group UBS Stock Holding History

MASECO Private Wealth’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	–	Sell	-836	Closed	-$34.3K	–	560
2025 Q3	$34.3K	Hold	836	–	–	﹤0.01%	111
2025 Q2	$28.3K	Buy	+836	New	+$25.9K	﹤0.01%	219

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MASECO Private Wealth's UBS Position: Q4 2025 in Review

MASECO Private Wealth sold out of UBS Group (UBS) in Q4 2025, closing a stake of 836 shares — an estimated $34.3K sold.

MASECO Private Wealth first reported a position in UBS in Q2 2025 and held it in 2 quarters. The position peaked at $34.3K in Q3 2025. 691 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

MASECO Private Wealth reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
MASECO Private Wealth sold 836 UBS Group shares in Q4 2025, an estimated $34.3K.
MASECO Private Wealth first reported a position in UBS Group in Q2 2025 and held it in 2 quarters.
MASECO Private Wealth's UBS Group position peaked at $34.3K in Q3 2025.
691 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on MASECO Private Wealth's 13F filing for Q4 2025, filed 22 Jan 2026.