RWB
UBS icon

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 $564B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return