P
UBS icon

Pitcairn’s UBS Group UBS Stock Holding History

Pitcairn’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
-37,806
Closed -$1.55M – 543
2025
Q3 		$1.55M Sell
37,806
-6,528
-15% -$254K 0.12% 152
2025
Q2 		$1.5M Sell
44,334
-22,769
-34% -$705K 0.1% 193
2025
Q1 		$2.06M Buy
67,103
+7,272
+12% +$243K 0.12% 149
2024
Q4 		$1.81M Buy
59,831
+6,544
+12% +$207K 0.11% 177
2024
Q3 		$1.65M Sell
53,287
-7,925
-13% -$238K 0.1% 192
2024
Q2 		$1.81M Buy
61,212
+11,882
+24% +$353K 0.11% 179
2024
Q1 		$1.52M Buy
49,330
+34,624
+235% +$1.02M 0.1% 200
2023
Q4 		$454K Buy
14,706
+5,650
+62% +$149K 0.03% 428
2023
Q3 		$223K Buy
+9,056
New +$212K 0.02% 580

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pitcairn's UBS Position: Q4 2025 in Review

Pitcairn sold out of UBS Group (UBS) in Q4 2025, closing a stake of 37,806 shares — an estimated $1.55M sold.

Pitcairn first reported a position in UBS in Q3 2023 and held it in 9 quarters. The position peaked at $2.06M in Q1 2025. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

  • Pitcairn reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 37,806 UBS Group shares in Q4 2025, an estimated $1.55M.
  • Pitcairn first reported a position in UBS Group in Q3 2023 and held it in 9 quarters.
  • Pitcairn's UBS Group position peaked at $2.06M in Q1 2025.
  • 690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.