Perbak Capital Partners’s UBS Group UBS Stock Holding History

Perbak Capital Partners’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	-122,966	Closed	-$5.02M	–	318
2025 Q3	$5.02M	Buy	+122,966	New	+$4.78M	0.88%	12

Other funds holding UBS

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

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

Norges Bank Oslo, Norway $935B 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Perbak Capital Partners's UBS Position: Q4 2025 in Review

Perbak Capital Partners sold out of UBS Group (UBS) in Q4 2025, closing a stake of 122,966 shares — an estimated $5.02M sold.

Perbak Capital Partners first reported a position in UBS in Q3 2025 and held it in 1 quarter. The position peaked at $5.02M in Q3 2025. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

Perbak Capital Partners reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
Perbak Capital Partners sold 122,966 UBS Group shares in Q4 2025, an estimated $5.02M.
Perbak Capital Partners first reported a position in UBS Group in Q3 2025 and held it in 1 quarter.
Perbak Capital Partners's UBS Group position peaked at $5.02M in Q3 2025.
690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Perbak Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.