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Portolan Capital Management’s UBS Group UBS Stock Holding History

Portolan Capital 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
Q1 		– Sell
-321,566
Closed -$9.75M – 147
2024
Q4 		$9.75M Buy
+321,566
New +$10.2M 0.66% 53
2023
Q1 		– Sell
-262,997
Closed -$4.91M – 168
2022
Q4 		$4.91M Buy
+262,997
New +$4.47M 0.49% 71
2017
Q2 		– Sell
-207,522
Closed -$3.31M – 133
2017
Q1 		$3.31M Sell
207,522
-128,893
-38% -$2.07M 0.43% 86
2016
Q4 		$5.27M Buy
+336,415
New +$5.07M 0.71% 58

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Portolan Capital Management's UBS Position: Q1 2025 in Review

Portolan Capital Management sold out of UBS Group (UBS) in Q1 2025, closing a stake of 321,566 shares — an estimated $9.75M sold.

Portolan Capital Management first reported a position in UBS in Q4 2016 and held it in 4 quarters. The position peaked at $9.75M in Q4 2024. 584 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

  • Portolan Capital Management reported no remaining UBS Group position as of Q1 2025 after selling out during the quarter.
  • Portolan Capital Management sold 321,566 UBS Group shares in Q1 2025, an estimated $9.75M.
  • Portolan Capital Management first reported a position in UBS Group in Q4 2016 and held it in 4 quarters.
  • Portolan Capital Management's UBS Group position peaked at $9.75M in Q4 2024.
  • 584 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Portolan Capital Management's 13F filing for Q1 2025, filed 15 May 2025.