SC
UBS icon

Stephens Consulting’s UBS Group UBS Stock Holding History

Stephens Consulting’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
Q4 		$6.11K Buy
+132
New +$5.33K ﹤0.01% 276
2025
Q3 		– Sell
-103
Closed -$3.48K – 1115
2025
Q2 		$3.48K Buy
+103
New +$3.19K ﹤0.01% 422
2023
Q4 		– Sell
-3
Closed -$74 – 506
2023
Q3 		$74 Hold
3
– – ﹤0.01% 493
2023
Q2 		$61 Buy
+3
New +$60 ﹤0.01% 494

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stephens Consulting's UBS Position: Q4 2025 in Review

Stephens Consulting opened a new position in UBS Group (UBS) in Q4 2025: 132 shares worth $6.11K. The stake represents ﹤0.01% of the portfolio and ranks #276 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in UBS as recently as Q2 2025.

Stephens Consulting first reported a position in UBS in Q2 2023 and has held it in 4 quarters since. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

  • Stephens Consulting held 132 shares of UBS Group worth $6.11K as of Q4 2025.
  • UBS Group was a new Stephens Consulting position in Q4 2025.
  • UBS Group made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #276 holding.
  • Stephens Consulting first reported a position in UBS Group in Q2 2023 and has held it in 4 quarters since.
  • 690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.