Stonegate Investment Group’s UBS Group UBS Stock Holding History

Stonegate Investment Group’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	$595K	Buy	14,518 +1,859	+15%	+$72.2K	0.01%	229
2025 Q2	$428K	Buy	12,659 +311	+3%	+$9.62K	0.01%	259
2025 Q1	$378K	Sell	12,348 -3,108	-20%	-$104K	0.01%	252
2024 Q4	$469K	Hold	15,456	–	–	0.01%	222
2024 Q3	$478K	Buy	15,456 +797	+5%	+$24K	0.01%	235
2024 Q2	$433K	Buy	14,659 +2,101	+17%	+$62.5K	0.01%	240
2024 Q1	$386K	Buy	12,558 +342	+3%	+$10.1K	0.01%	245
2023 Q4	$377K	Buy	12,216 +1,000	+9%	+$26.3K	0.01%	233
2023 Q3	$276K	Hold	11,216	–	–	0.01%	252
2023 Q2	$227K	Buy	11,216 +381	+4%	+$7.66K	0.01%	284
2023 Q1	$231K	Buy	+10,835	New	+$226K	0.01%	279
2022 Q4	–	Sell	-10,096	Closed	-$146K	–	347
2022 Q3	$146K	Buy	+10,096	New	+$162K	0.01%	273

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

Stonegate Investment Group's UBS Position: Q3 2025 in Review

Stonegate Investment Group increased its UBS Group (UBS) stake by 15% in Q3 2025, buying an estimated $72.2K and bringing the position to 14,518 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #229.

Stonegate Investment Group first reported a position in UBS in Q3 2022 and has held it in 12 quarters since. 619 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

Stonegate Investment Group held 14,518 shares of UBS Group worth $595K as of Q3 2025.
Stonegate Investment Group bought 1,859 UBS Group shares in Q3 2025, an estimated $72.2K.
UBS Group made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #229 holding.
Stonegate Investment Group first reported a position in UBS Group in Q3 2022 and has held it in 12 quarters since.
619 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.