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Scientech Research LLC’s UBS Group UBS Stock Holding History

Scientech Research LLC’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 		– Sell
-10,288
Closed -$312K – 827
2024
Q4 		$312K Buy
+10,288
New +$326K 0.09% 414
2024
Q3 		– Sell
-12,562
Closed -$371K – 850
2024
Q2 		$371K Buy
+12,562
New +$373K 0.08% 404

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UBS AM
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fisher Asset Management
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

Scientech Research LLC's UBS Position: Q1 2025 in Review

Scientech Research LLC sold out of UBS Group (UBS) in Q1 2025, closing a stake of 10,288 shares — an estimated $312K sold.

Scientech Research LLC first reported a position in UBS in Q2 2024 and held it in 2 quarters. The position peaked at $371K in Q2 2024. 584 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

  • Scientech Research LLC reported no remaining UBS Group position as of Q1 2025 after selling out during the quarter.
  • Scientech Research LLC sold 10,288 UBS Group shares in Q1 2025, an estimated $312K.
  • Scientech Research LLC first reported a position in UBS Group in Q2 2024 and held it in 2 quarters.
  • Scientech Research LLC's UBS Group position peaked at $371K in Q2 2024.
  • 584 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Scientech Research LLC's 13F filing for Q1 2025, filed 15 May 2025.