Park Place Capital’s UBS Group UBS Stock Holding History

Park Place 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	-1,500	Closed	-$50.7K	–	827
2025 Q2	$50.7K	Sell	1,500 -1,200	-44%	-$37.1K	0.01%	346
2025 Q1	$82.7K	Buy	2,700 +2,601	+2,627%	+$86.7K	0.02%	282
2024 Q4	$3K	Hold	99	–	–	﹤0.01%	693
2024 Q3	$3.06K	Hold	99	–	–	﹤0.01%	735
2024 Q2	$2.92K	Hold	99	–	–	﹤0.01%	742
2024 Q1	$3.04K	Hold	99	–	–	﹤0.01%	788
2023 Q4	$3.06K	Hold	99	–	–	﹤0.01%	763
2023 Q3	$2.44K	Hold	99	–	–	﹤0.01%	906
2023 Q2	$2.01K	Sell	99 -817	-89%	-$16.4K	﹤0.01%	942
2023 Q1	$19.5K	Sell	916 -212	-19%	-$4.42K	0.01%	652
2022 Q4	$21K	Buy	+1,128	New	+$19.2K	0.01%	644

Other funds holding UBS

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

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return