SouthState Corp’s UBS Group UBS Stock Holding History

SouthState Corp’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	-158	Closed	-$5.34K	–	1607
2025 Q2	$5.34K	Buy	158 +8	+5%	+$248	﹤0.01%	900
2025 Q1	$4.59K	Buy	+150	New	+$5K	﹤0.01%	1007

Other funds holding UBS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SouthState Corp's UBS Position: Q3 2025 in Review

SouthState Corp sold out of UBS Group (UBS) in Q3 2025, closing a stake of 158 shares — an estimated $5.34K sold.

SouthState Corp first reported a position in UBS in Q1 2025 and held it in 2 quarters. The position peaked at $5.34K in Q2 2025. 621 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

SouthState Corp reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
SouthState Corp sold 158 UBS Group shares in Q3 2025, an estimated $5.34K.
SouthState Corp first reported a position in UBS Group in Q1 2025 and held it in 2 quarters.
SouthState Corp's UBS Group position peaked at $5.34K in Q2 2025.
621 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on SouthState Corp's 13F filing for Q3 2025, filed 5 Nov 2025.