Parkwood LLC’s UBS Group UBS Stock Holding History

Parkwood LLC’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 Q2	–	Sell	-184,105	Closed	-$5.59M	–	99
2025 Q1	$5.59M	Sell	184,105 -15,402	-8%	-$514K	0.51%	63
2024 Q4	$6.1M	Buy	+199,507	New	+$6.32M	0.69%	59
2022 Q4	–	Sell	-190,525	Closed	-$2.77M	–	177
2022 Q3	$2.77M	Sell	190,525 -18,555	-9%	-$297K	0.42%	57
2022 Q2	$3.39M	Buy	209,080 +1,546	+0.7%	+$27.1K	0.6%	50
2022 Q1	$4.05M	Buy	+207,534	New	+$3.93M	0.66%	53

Other funds holding UBS

Norges Bank Oslo, Norway $1T AUM

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 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

CCI

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Parkwood LLC's UBS Position: Q2 2025 in Review

Parkwood LLC sold out of UBS Group (UBS) in Q2 2025, closing a stake of 184,105 shares — an estimated $5.59M sold.

Parkwood LLC first reported a position in UBS in Q1 2022 and held it in 5 quarters. The position peaked at $6.1M in Q4 2024. 597 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

Parkwood LLC reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
Parkwood LLC sold 184,105 UBS Group shares in Q2 2025, an estimated $5.59M.
Parkwood LLC first reported a position in UBS Group in Q1 2022 and held it in 5 quarters.
Parkwood LLC's UBS Group position peaked at $6.1M in Q4 2024.
597 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Parkwood LLC's 13F filing for Q2 2025, filed 14 Aug 2025.