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McClarren Financial Advisors’s UBS Group UBS Stock Holding History

McClarren Financial Advisors’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
Q2 		– Sell
-16
Closed – – 280
2025
Q1 		$0 Buy
+16
New +$534 ﹤0.01% 366
2024
Q4 		– Sell
-16
Closed – – 301
2024
Q3 		$0 Sell
16
-13
-45% -$391 ﹤0.01% 354
2024
Q2 		$0 Buy
29
+12
+71% +$357 ﹤0.01% 369
2024
Q1 		$1K Buy
17
+1
+6% +$30 ﹤0.01% 341
2023
Q4 		$1K Hold
16
– – ﹤0.01% 364
2023
Q3 		$0 Hold
16
– – ﹤0.01% 402
2023
Q2 		$0 Hold
16
– – ﹤0.01% 471
2023
Q1 		$0 Hold
16
– – ﹤0.01% 466
2022
Q4 		$0 Buy
+16
New +$272 ﹤0.01% 476

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 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
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

McClarren Financial Advisors's UBS Position: Q2 2025 in Review

McClarren Financial Advisors sold out of UBS Group (UBS) in Q2 2025, closing a stake of 16 shares.

McClarren Financial Advisors first reported a position in UBS in Q4 2022 and held it in 9 quarters. The position peaked at $1K in Q1 2024. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

  • McClarren Financial Advisors reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 16 UBS Group shares in Q2 2025.
  • McClarren Financial Advisors first reported a position in UBS Group in Q4 2022 and held it in 9 quarters.
  • McClarren Financial Advisors's UBS Group position peaked at $1K in Q1 2024.
  • 596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.