Monaco Asset Management’s UBS Group UBS Stock Holding History

Monaco Asset 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 Q2	–	Sell	-62,500	Closed	-$1.9M	–	107
2025 Q1	$1.9M	Buy	+62,500	New	+$2.08M	0.39%	33
2023 Q4	–	Sell	-123,647	Closed	-$3.06M	–	93
2023 Q3	$3.06M	Sell	123,647 -238,803	-66%	-$5.58M	0.91%	28
2023 Q2	$7.33M	Buy	+362,450	New	+$7.29M	2.04%	14

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 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

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Monaco Asset Management's UBS Position: Q2 2025 in Review

Monaco Asset Management sold out of UBS Group (UBS) in Q2 2025, closing a stake of 62,500 shares — an estimated $1.9M sold.

Monaco Asset Management first reported a position in UBS in Q2 2023 and held it in 3 quarters. The position peaked at $7.33M in Q2 2023. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

Monaco Asset Management reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
Monaco Asset Management sold 62,500 UBS Group shares in Q2 2025, an estimated $1.9M.
Monaco Asset Management first reported a position in UBS Group in Q2 2023 and held it in 3 quarters.
Monaco Asset Management's UBS Group position peaked at $7.33M in Q2 2023.
596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Monaco Asset Management's 13F filing for Q2 2025, filed 7 Aug 2025.