Strategic Global Advisors’s UBS Group UBS Stock Holding History

Strategic Global 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 Q1	–	Sell	-14,395	Closed	-$436K	–	151
2024 Q4	$436K	Buy	+14,395	New	+$456K	0.08%	121
2023 Q2	–	Sell	-19,284	Closed	-$412K	–	163
2023 Q1	$412K	Buy	+19,284	New	+$402K	0.07%	121

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Strategic Global Advisors's UBS Position: Q1 2025 in Review

Strategic Global Advisors sold out of UBS Group (UBS) in Q1 2025, closing a stake of 14,395 shares — an estimated $436K sold.

Strategic Global Advisors first reported a position in UBS in Q1 2023 and held it in 2 quarters. The position peaked at $436K in Q4 2024. 584 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

Strategic Global Advisors reported no remaining UBS Group position as of Q1 2025 after selling out during the quarter.
Strategic Global Advisors sold 14,395 UBS Group shares in Q1 2025, an estimated $436K.
Strategic Global Advisors first reported a position in UBS Group in Q1 2023 and held it in 2 quarters.
Strategic Global Advisors's UBS Group position peaked at $436K in Q4 2024.
584 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Strategic Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.