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Shilanski & Associates’s UBS Group UBS Stock Holding History

Shilanski & Associates’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
-8,790
Closed -$297K – 135
2025
Q2 		$297K Sell
8,790
-108
-1% -$3.34K 0.08% 84
2025
Q1 		$273K Sell
8,898
-774
-8% -$25.8K 0.09% 84
2024
Q4 		$293K Sell
9,672
-721
-7% -$22.9K 0.09% 83
2024
Q3 		$321K Sell
10,393
-152
-1% -$4.57K 0.1% 74
2024
Q2 		$311K Sell
10,545
-804
-7% -$23.9K 0.1% 74
2024
Q1 		$349K Sell
11,349
-134
-1% -$3.96K 0.12% 70
2023
Q4 		$355K Sell
11,483
-268
-2% -$7.05K 0.14% 70
2023
Q3 		$290K Sell
11,751
-134
-1% -$3.13K 0.12% 83
2023
Q2 		$241K Buy
11,885
+95
+0.8% +$1.91K 0.1% 90
2023
Q1 		$245K Buy
11,790
+62
+0.5% +$1.29K 0.11% 85
2022
Q4 		$219K Buy
+11,728
New +$199K 0.1% 96
2022
Q3 		– Sell
-11,544
Closed -$187K – 211
2022
Q2 		$187K Buy
11,544
+566
+5% +$9.92K 0.09% 99
2022
Q1 		$215K Buy
+10,978
New +$208K 0.09% 112

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

Shilanski & Associates's UBS Position: Q3 2025 in Review

Shilanski & Associates sold out of UBS Group (UBS) in Q3 2025, closing a stake of 8,790 shares — an estimated $297K sold.

Shilanski & Associates first reported a position in UBS in Q1 2022 and held it in 13 quarters. The position peaked at $355K in Q4 2023. 620 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • Shilanski & Associates reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
  • Shilanski & Associates sold 8,790 UBS Group shares in Q3 2025, an estimated $297K.
  • Shilanski & Associates first reported a position in UBS Group in Q1 2022 and held it in 13 quarters.
  • Shilanski & Associates's UBS Group position peaked at $355K in Q4 2023.
  • 620 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Shilanski & Associates's 13F filing for Q3 2025, filed 20 Oct 2025.