Palisade Asset Management’s UBS Group UBS Stock Holding History

Palisade 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	-15	Closed	-$615	–	648
2025 Q3	$615	Buy	+15	New	+$583	﹤0.01%	551

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Palisade Asset Management's UBS Position: Q4 2025 in Review

Palisade Asset Management sold out of UBS Group (UBS) in Q4 2025, closing a stake of 15 shares — an estimated $615 sold.

Palisade Asset Management first reported a position in UBS in Q3 2025 and held it in 1 quarter. The position peaked at $615 in Q3 2025. 693 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

Palisade Asset Management reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
Palisade Asset Management sold 15 UBS Group shares in Q4 2025, an estimated $615.
Palisade Asset Management first reported a position in UBS Group in Q3 2025 and held it in 1 quarter.
Palisade Asset Management's UBS Group position peaked at $615 in Q3 2025.
693 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

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