Nekton Capital’s UBS Group UBS Stock Holding History

Nekton Capital’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	-77,510	Closed	-$2.62M	–	22
2025 Q2	$2.62M	Buy	+77,510	New	+$2.4M	5.32%	9

Other funds holding UBS

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

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

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

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

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

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

Nekton Capital's UBS Position: Q3 2025 in Review

Nekton Capital sold out of UBS Group (UBS) in Q3 2025, closing a stake of 77,510 shares — an estimated $2.62M sold.

Nekton Capital first reported a position in UBS in Q2 2025 and held it in 1 quarter. The position peaked at $2.62M in Q2 2025. 619 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

Nekton Capital reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
Nekton Capital sold 77,510 UBS Group shares in Q3 2025, an estimated $2.62M.
Nekton Capital first reported a position in UBS Group in Q2 2025 and held it in 1 quarter.
Nekton Capital's UBS Group position peaked at $2.62M in Q2 2025.
619 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Nekton Capital's 13F filing for Q3 2025, filed 14 Nov 2025.