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Simon Quick Advisors’s UBS Group UBS Stock Holding History

Simon Quick 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
Q2 		– Sell
-8,210
Closed -$251K – 627
2025
Q1 		$251K Buy
+8,210
New +$274K 0.01% 492
2017
Q4 		– Sell
-829
Closed -$14K – 588
2017
Q3 		$14K Hold
829
– – 0.01% 394
2017
Q2 		$14K Hold
829
– – 0.01% 220
2017
Q1 		$13K Buy
+829
New +$13.3K 0.01% 241

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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

Simon Quick Advisors's UBS Position: Q2 2025 in Review

Simon Quick Advisors sold out of UBS Group (UBS) in Q2 2025, closing a stake of 8,210 shares — an estimated $251K sold.

Simon Quick Advisors first reported a position in UBS in Q1 2017 and held it in 4 quarters. The position peaked at $251K in Q1 2025. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

  • Simon Quick Advisors reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 8,210 UBS Group shares in Q2 2025, an estimated $251K.
  • Simon Quick Advisors first reported a position in UBS Group in Q1 2017 and held it in 4 quarters.
  • Simon Quick Advisors's UBS Group position peaked at $251K in Q1 2025.
  • 596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.