Moran Wealth Management’s UBS Group UBS Stock Holding History

Moran Wealth 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 Q1	–	Sell	-491,187	Closed	-$14.9M	–	485
2024 Q4	$14.9M	Sell	491,187 -9,220	-2%	-$292K	0.48%	71
2024 Q3	$15.5M	Sell	500,407 -352	-0.1%	-$10.6K	0.48%	72
2024 Q2	$14.8M	Buy	500,759 +4,377	+0.9%	+$130K	0.49%	72
2024 Q1	$15.2M	Buy	496,382 +212,223	+75%	+$6.27M	0.49%	70
2023 Q4	$8.78M	Buy	+284,159	New	+$7.47M	0.31%	107

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CCI

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

Moran Wealth Management's UBS Position: Q1 2025 in Review

Moran Wealth Management sold out of UBS Group (UBS) in Q1 2025, closing a stake of 491,187 shares — an estimated $14.9M sold.

Moran Wealth Management first reported a position in UBS in Q4 2023 and held it in 5 quarters. The position peaked at $15.5M in Q3 2024. 584 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

Moran Wealth Management reported no remaining UBS Group position as of Q1 2025 after selling out during the quarter.
Moran Wealth Management sold 491,187 UBS Group shares in Q1 2025, an estimated $14.9M.
Moran Wealth Management first reported a position in UBS Group in Q4 2023 and held it in 5 quarters.
Moran Wealth Management's UBS Group position peaked at $15.5M in Q3 2024.
584 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.