Quarry LP’s UBS Group UBS Stock Holding History

Quarry LP’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
2023 Q3	–	Sell	-205,000	Closed	-$4.16M	–	1371
2023 Q2	$4.16M	Sell	205,000 -84,000	-29%	-$1.69M	1.36%	20
2023 Q1	$6.17M	Buy	+289,000	New	+$6.03M	1.35%	19

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

Quarry LP's UBS Position: Q4 2025 in Review

Quarry LP sold out of UBS Group (UBS) in Q4 2025, closing a stake of 286 shares — an estimated $11.7K sold.

Quarry LP first reported a position in UBS in Q1 2025 and held it in 2 quarters. The position peaked at $37K in Q1 2025. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

Quarry LP reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
Quarry LP sold 286 UBS Group shares in Q4 2025, an estimated $11.7K.
Quarry LP first reported a position in UBS Group in Q1 2025 and held it in 2 quarters.
Quarry LP's UBS Group position peaked at $37K in Q1 2025.
690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Quarry LP's 13F filing for Q4 2025, filed 13 Feb 2026.