Nalls Sherbakoff Group’s UBS Group UBS Stock Holding History

Nalls Sherbakoff 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 Q4	$18.5K	Hold	400	–	–	0.01%	283
2025 Q3	$16.4K	Hold	400	–	–	0.01%	292
2025 Q2	$13.5K	Hold	400	–	–	0.01%	305
2025 Q1	$12.3K	Buy	+400	New	+$13.3K	0.01%	285
2023 Q4	$12.4K	Hold	400	–	–	0.01%	262
2023 Q3	$9.86K	Hold	400	–	–	0.01%	263
2023 Q2	$7.56K	Hold	400	–	–	0.01%	280
2023 Q1	$8.2K	Buy	+400	New	+$8.35K	0.01%	281
2018 Q4	$5K	Buy	+400	New	+$5.42K	0.01%	313

Other funds holding UBS

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

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Nalls Sherbakoff Group's UBS Position: Q4 2025 in Review

Nalls Sherbakoff Group held its UBS Group (UBS) position steady in Q4 2025 at 400 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #283.

Nalls Sherbakoff Group first reported a position in UBS in Q4 2018 and has held it in 9 quarters since. 691 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

Nalls Sherbakoff Group held 400 shares of UBS Group worth $18.5K as of Q4 2025.
Nalls Sherbakoff Group left its UBS Group share count unchanged in Q4 2025.
UBS Group made up 0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #283 holding.
Nalls Sherbakoff Group first reported a position in UBS Group in Q4 2018 and has held it in 9 quarters since.
691 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.