Sienna Gestion’s UBS Group UBS Stock Holding History

Sienna Gestion’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	-577,949	Closed	-$17.8M	–	184
2025 Q2	$17.8M	Buy	+577,949	New	+$17.9M	1.22%	17
2024 Q4	–	Sell	-186,544	Closed	-$5.75M	–	219
2024 Q3	$5.75M	Buy	186,544 +29,566	+19%	+$889K	0.38%	104
2024 Q2	$4.62M	Buy	+156,978	New	+$4.67M	0.41%	99

Other funds holding UBS

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sienna Gestion's UBS Position: Q3 2025 in Review

Sienna Gestion sold out of UBS Group (UBS) in Q3 2025, closing a stake of 577,949 shares — an estimated $17.8M sold.

Sienna Gestion first reported a position in UBS in Q2 2024 and held it in 3 quarters. The position peaked at $17.8M in Q2 2025. 618 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

Sienna Gestion reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
Sienna Gestion sold 577,949 UBS Group shares in Q3 2025, an estimated $17.8M.
Sienna Gestion first reported a position in UBS Group in Q2 2024 and held it in 3 quarters.
Sienna Gestion's UBS Group position peaked at $17.8M in Q2 2025.
618 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Sienna Gestion's 13F filing for Q3 2025, filed 13 Nov 2025.