Redmont Wealth Advisors’s UBS Group UBS Stock Holding History

Redmont Wealth Advisors’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	$22K	Hold	475	–	–	0.03%	130
2025 Q3	$19.5K	Hold	475	–	–	0.03%	144
2025 Q2	$16.1K	Buy	+475	New	+$14.7K	0.02%	155
2024 Q4	–	Sell	-475	Closed	-$14.7K	–	290
2024 Q3	$14.7K	Hold	475	–	–	0.02%	156
2024 Q2	$14K	Hold	475	–	–	0.02%	158
2024 Q1	$14.6K	Buy	+475	New	+$14K	0.02%	166

Other funds holding UBS

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

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

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCI

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Redmont Wealth Advisors's UBS Position: Q4 2025 in Review

Redmont Wealth Advisors held its UBS Group (UBS) position steady in Q4 2025 at 475 shares worth $22K. The position accounts for 0.03% of the portfolio, ranked #130.

Redmont Wealth Advisors first reported a position in UBS in Q1 2024 and has held it in 6 quarters since. 692 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

Redmont Wealth Advisors held 475 shares of UBS Group worth $22K as of Q4 2025.
Redmont Wealth Advisors left its UBS Group share count unchanged in Q4 2025.
UBS Group made up 0.03% of Redmont Wealth Advisors's portfolio in Q4 2025, its #130 holding.
Redmont Wealth Advisors first reported a position in UBS Group in Q1 2024 and has held it in 6 quarters since.
692 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.