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Studio Investment Management’s UBS Group UBS Stock Holding History

Studio Investment Management’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
2026
Q1 		$449K Sell
11,484
-28
-0.2% -$1.2K 0.08% 123
2025
Q4 		$533K Sell
11,512
-863
-7% -$34.9K 0.1% 118
2025
Q3 		$507K Sell
12,375
-766
-6% -$29.7K 0.1% 119
2025
Q2 		$444K Sell
13,141
-249
-2% -$7.71K 0.09% 126
2025
Q1 		$410K Sell
13,390
-1,946
-13% -$64.9K 0.08% 127
2024
Q4 		$465K Sell
15,336
-220
-1% -$6.97K 0.1% 113
2024
Q3 		$481K Buy
15,556
+464
+3% +$13.9K 0.1% 116
2024
Q2 		$446K Buy
15,092
+184
+1% +$5.47K 0.1% 109
2024
Q1 		$458K Buy
14,908
+1,002
+7% +$29.6K 0.11% 111
2023
Q4 		$430K Sell
13,906
-2,541
-15% -$66.8K 0.11% 106
2023
Q3 		$405K Sell
16,447
-3,829
-19% -$89.4K 0.11% 100
2023
Q2 		$411K Buy
20,276
+39
+0.2% +$784 0.12% 100
2023
Q1 		$432K Sell
20,237
-2,549
-11% -$53.2K 0.13% 86
2022
Q4 		$425K Buy
22,786
+879
+4% +$14.9K 0.14% 81
2022
Q3 		$318K Buy
21,907
+320
+1% +$5.12K 0.11% 104
2022
Q2 		$350K Buy
21,587
+1,794
+9% +$31.4K 0.12% 101
2022
Q1 		$387K Sell
19,793
-1,320
-6% -$25K 0.13% 85
2021
Q4 		$377K Buy
21,113
+1,295
+7% +$22.8K 0.14% 88
2021
Q3 		$316K Buy
+19,818
New +$321K 0.14% 80

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return