Optiver Holding
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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
2026
Q1 		$34.9M Sell
893,000
-238,100
-21% -$10.2M 0.01% 219
2025
Q4 		$52.4M Sell
1,131,100
-69,400
-6% -$2.8M 0.02% 170
2025
Q3 		$49.2M Buy
1,200,500
+15,900
+1% +$617K 0.02% 138
2025
Q2 		$40.1M Buy
1,184,600
+281,600
+31% +$8.71M 0.02% 114
2025
Q1 		$27.7M Sell
903,000
-596,400
-40% -$19.9M 0.02% 126
2024
Q4 		$45.5M Sell
1,499,400
-30,600
-2% -$970K 0.02% 107
2024
Q3 		$47.3M Buy
1,530,000
+74,600
+5% +$2.24M 0.02% 111
2024
Q2 		$43M Buy
1,455,400
+135,600
+10% +$4.03M 0.02% 147
2024
Q1 		$40.5M Sell
1,319,800
-120,200
-8% -$3.55M 0.02% 166
2023
Q4 		$44.5M Sell
1,440,000
-75,600
-5% -$1.99M 0.03% 160
2023
Q3 		$37.4M Buy
1,515,600
+260,200
+21% +$6.08M 0.03% 168
2023
Q2 		$25.4M Buy
1,255,400
+321,900
+34% +$6.47M 0.02% 206
2023
Q1 		$19.9M Sell
933,500
-4,870,900
-84% -$102M 0.01% 234
2022
Q4 		$108M Sell
5,804,400
-3,885,200
-40% -$66.1M 0.11% 84
2022
Q3 		$144M Sell
9,689,600
-1,252,700
-11% -$20.1M 0.12% 47
2022
Q2 		$176M Sell
10,942,300
-10,000
-0.1% -$175K 0.19% 37
2022
Q1 		$215M Sell
10,952,300
-6,064,000
-36% -$115M 0.21% 33
2021
Q4 		$285M Buy
17,016,300
+6,696,800
+65% +$118M 0.25% 30
2021
Q3 		$165M Buy
10,319,500
+1,867,500
+22% +$30.2M 0.16% 35
2021
Q2 		$129M Buy
+8,452,000
New +$133M 0.18% 34

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
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.