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NewSquare Capital’s UBS Group UBS Stock Holding History

NewSquare 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
-681
Closed -$23K – 1165
2025
Q2 		$23K Buy
681
+288
+73% +$8.91K ﹤0.01% 453
2025
Q1 		$12K Buy
393
+313
+391% +$10.4K ﹤0.01% 495
2024
Q4 		$2.43K Buy
+80
New +$2.54K ﹤0.01% 504

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UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
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
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NewSquare Capital's UBS Position: Q3 2025 in Review

NewSquare Capital sold out of UBS Group (UBS) in Q3 2025, closing a stake of 681 shares — an estimated $23K sold.

NewSquare Capital first reported a position in UBS in Q4 2024 and held it in 3 quarters. The position peaked at $23K in Q2 2025. 621 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • NewSquare Capital reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 681 UBS Group shares in Q3 2025, an estimated $23K.
  • NewSquare Capital first reported a position in UBS Group in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's UBS Group position peaked at $23K in Q2 2025.
  • 621 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.