ODDO BHF Asset Management’s UBS Group UBS Stock Holding History

ODDO BHF Asset 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 Q4	–	Sell	-81,084	Closed	-$2.64M	–	417
2025 Q3	$2.64M	Sell	81,084 -46,701	-37%	-$1.81M	0.1%	171
2025 Q2	$3.43M	Buy	127,785 +109,785	+610%	+$3.4M	0.13%	154
2025 Q1	$484K	Buy	18,000 +5,339	+42%	+$178K	0.02%	343
2024 Q4	$351K	Hold	12,661	–	–	0.02%	298
2024 Q3	$330K	Buy	+12,661	New	+$380K	0.02%	302

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

ODDO BHF Asset Management's UBS Position: Q4 2025 in Review

ODDO BHF Asset Management sold out of UBS Group (UBS) in Q4 2025, closing a stake of 81,084 shares — an estimated $2.64M sold.

ODDO BHF Asset Management first reported a position in UBS in Q3 2024 and held it in 5 quarters. The position peaked at $3.43M in Q2 2025. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

ODDO BHF Asset Management reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
ODDO BHF Asset Management sold 81,084 UBS Group shares in Q4 2025, an estimated $2.64M.
ODDO BHF Asset Management first reported a position in UBS Group in Q3 2024 and held it in 5 quarters.
ODDO BHF Asset Management's UBS Group position peaked at $3.43M in Q2 2025.
690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on ODDO BHF Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.