RWB
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RMR Wealth Builders’s UBS Group UBS Stock Holding History

RMR Wealth Builders’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
Q3 		– Sell
-6,980
Closed -$236K – 300
2025
Q2 		$236K Hold
6,980
– – 0.02% 259
2025
Q1 		$214K Hold
6,980
– – 0.02% 246
2024
Q4 		$212K Hold
6,980
– – 0.02% 248
2024
Q3 		$216K Hold
6,980
– – 0.02% 243
2024
Q2 		$206K Hold
6,980
– – 0.02% 239
2024
Q1 		$214K Hold
6,980
– – 0.03% 248
2023
Q4 		$216K Sell
6,980
-1,918
-22% -$50.4K 0.03% 216
2023
Q3 		$219K Buy
+8,898
New +$208K 0.04% 214
2023
Q2 		– Sell
-9,580
Closed -$204K – 219
2023
Q1 		$204K Buy
+9,580
New +$200K 0.04% 200

Other funds holding UBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

RMR Wealth Builders's UBS Position: Q3 2025 in Review

RMR Wealth Builders sold out of UBS Group (UBS) in Q3 2025, closing a stake of 6,980 shares — an estimated $236K sold.

RMR Wealth Builders first reported a position in UBS in Q1 2023 and held it in 9 quarters. The position peaked at $236K in Q2 2025. 620 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • RMR Wealth Builders reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 6,980 UBS Group shares in Q3 2025, an estimated $236K.
  • RMR Wealth Builders first reported a position in UBS Group in Q1 2023 and held it in 9 quarters.
  • RMR Wealth Builders's UBS Group position peaked at $236K in Q2 2025.
  • 620 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on RMR Wealth Builders's 13F filing for Q3 2025, filed 5 Nov 2025.