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Mendota Financial Group’s UBS Group UBS Stock Holding History

Mendota Financial Group’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
Q1 		– Sell
-44
Closed -$1.33K – 345
2024
Q4 		$1.33K Sell
44
-21
-32% -$666 ﹤0.01% 303
2024
Q3 		$2.01K Buy
65
+21
+48% +$631 ﹤0.01% 314
2024
Q2 		$1.3K Buy
+44
New +$1.31K ﹤0.01% 295

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Mendota Financial Group's UBS Position: Q1 2025 in Review

Mendota Financial Group sold out of UBS Group (UBS) in Q1 2025, closing a stake of 44 shares — an estimated $1.33K sold.

Mendota Financial Group first reported a position in UBS in Q2 2024 and held it in 3 quarters. The position peaked at $2.01K in Q3 2024. 584 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

  • Mendota Financial Group reported no remaining UBS Group position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 44 UBS Group shares in Q1 2025, an estimated $1.33K.
  • Mendota Financial Group first reported a position in UBS Group in Q2 2024 and held it in 3 quarters.
  • Mendota Financial Group's UBS Group position peaked at $2.01K in Q3 2024.
  • 584 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.