Optiver Holding’s UBS Group UBS Stock Holding History

Optiver Holding’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	-342,362	Closed	-$13.8M	–	3015
2025 Q3	$14M	Buy	+342,362	New	+$13.3M	0.01%	255
2025 Q1	–	Sell	-863,015	Closed	-$28.8M	–	1591
2024 Q4	$26.2M	Sell	863,015 -151,863	-15%	-$4.81M	0.01%	130
2024 Q3	$31.4M	Sell	1,014,878 -1,452,583	-59%	-$43.7M	0.02%	133
2024 Q2	$72.9M	Buy	+2,467,461	New	+$73.4M	0.04%	103
2023 Q4	–	Sell	-508,965	Closed	-$13.4M	–	604
2023 Q3	$12.5M	Sell	508,965 -878,874	-63%	-$20.5M	0.01%	263
2023 Q2	$28.1M	Buy	+1,387,839	New	+$27.9M	0.02%	197
2023 Q1	–	Sell	-375,648	Closed	-$7.84M	–	581
2022 Q4	$6.99M	Buy	375,648 +357,911	+2,018%	+$6.09M	0.01%	257
2022 Q3	$263K	Buy	+17,737	New	+$284K	﹤0.01%	292
2022 Q1	–	Sell	-172,451	Closed	-$3.26M	–	863
2021 Q4	$3.1M	Buy	+172,451	New	+$3.04M	﹤0.01%	204
2021 Q3	–	Sell	-95,736	Closed	-$1.55M	–	818
2021 Q2	$1.47M	Buy	+95,736	New	+$1.51M	﹤0.01%	181

Other funds holding UBS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T 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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Optiver Holding's UBS Position: Q4 2025 in Review

Optiver Holding sold out of UBS Group (UBS) in Q4 2025, closing a stake of 342,362 shares — an estimated $13.8M sold.

Optiver Holding first reported a position in UBS in Q2 2021 and held it in 10 quarters. The position peaked at $72.9M in Q2 2024. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

Optiver Holding reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
Optiver Holding sold 342,362 UBS Group shares in Q4 2025, an estimated $13.8M.
Optiver Holding first reported a position in UBS Group in Q2 2021 and held it in 10 quarters.
Optiver Holding's UBS Group position peaked at $72.9M in Q2 2024.
690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Optiver Holding's 13F filing for Q4 2025, filed 17 Feb 2026.