MOTCO’s UBS Group UBS Stock Holding History

MOTCO’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 Q3	–	Sell	-73	Closed	-$2.73K	–	685
2025 Q2	$2.73K	Buy	+73	New	+$2.26K	﹤0.01%	513
2023 Q3	–	Sell	-29	Closed	-$588	–	952
2023 Q2	$588	Buy	+29	New	+$583	﹤0.01%	835
2016 Q4	–	Sell	-48	Closed	-$1K	–	648
2016 Q3	$1K	Buy	+48	New	+$653	﹤0.01%	640

Other funds holding UBS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

MOTCO's UBS Position: Q3 2025 in Review

MOTCO sold out of UBS Group (UBS) in Q3 2025, closing a stake of 73 shares — an estimated $2.73K sold.

MOTCO first reported a position in UBS in Q3 2016 and held it in 3 quarters. The position peaked at $2.73K in Q2 2025. 620 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

MOTCO reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
MOTCO sold 73 UBS Group shares in Q3 2025, an estimated $2.73K.
MOTCO first reported a position in UBS Group in Q3 2016 and held it in 3 quarters.
MOTCO's UBS Group position peaked at $2.73K in Q2 2025.
620 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on MOTCO's 13F filing for Q3 2025, filed 22 Oct 2025.