Schechter Investment Advisors’s UBS Group UBS Stock Holding History

Schechter Investment 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 Q1	$1.02M	Sell	33,416 -8,004	-19%	-$267K	0.08%	230
2024 Q4	$1.26M	Buy	41,420 +221	+0.5%	+$7K	0.1%	198
2024 Q3	$1.27M	Sell	41,199 -462	-1%	-$13.9K	0.09%	202
2024 Q2	$1.23M	Buy	41,661 +1,168	+3%	+$34.7K	0.09%	197
2024 Q1	$1.24M	Buy	40,493 +5,121	+14%	+$151K	0.09%	201
2023 Q4	$1.09M	Sell	35,372 -10,091	-22%	-$265K	0.09%	212
2023 Q3	$1.12M	Sell	45,463 -12,593	-22%	-$294K	0.11%	201
2023 Q2	$1.18M	Buy	58,056 +5,729	+11%	+$115K	0.11%	218
2023 Q1	$1.12M	Sell	52,327 -12,585	-19%	-$263K	0.1%	228
2022 Q4	$1.21M	Sell	64,912 -705	-1%	-$12K	0.11%	229
2022 Q3	$952K	Sell	65,617 -779	-1%	-$12.5K	0.09%	292
2022 Q2	$1.08M	Sell	66,396 -3,503	-5%	-$61.4K	0.1%	267
2022 Q1	$1.37M	Sell	69,899 -21,171	-23%	-$400K	0.13%	198
2021 Q4	$1.63M	Buy	+91,070	New	+$1.6M	0.15%	162

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

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

Schechter Investment Advisors's UBS Position: Q1 2025 in Review

Schechter Investment Advisors reduced its UBS Group (UBS) stake by 19% in Q1 2025, selling an estimated $267K and leaving 33,416 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #230.

Schechter Investment Advisors first reported a position in UBS in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.63M in Q4 2021. 584 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

Schechter Investment Advisors held 33,416 shares of UBS Group worth $1.02M as of Q1 2025.
Schechter Investment Advisors sold 8,004 UBS Group shares in Q1 2025, an estimated $267K.
UBS Group made up 0.08% of Schechter Investment Advisors's portfolio in Q1 2025, its #230 holding.
Schechter Investment Advisors first reported a position in UBS Group in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's UBS Group position peaked at $1.63M in Q4 2021.
584 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.