Summit Securities Group’s UBS Group UBS Stock Holding History

Summit Securities 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	–	Sell	-2,919	Closed	-$98.7K	–	1370
2025 Q2	$98.7K	Sell	2,919 -8,982	-75%	-$278K	0.02%	368
2025 Q1	$365K	Buy	+11,901	New	+$397K	0.06%	133
2023 Q3	–	Sell	-16,769	Closed	-$339K	–	1027
2023 Q2	$339K	Buy	16,769 +16,669	+16,669%	+$335K	0.04%	167
2023 Q1	$2K	Sell	100 -3,291	-97%	-$68.7K	﹤0.01%	741
2022 Q4	$63K	Buy	+3,391	New	+$57.7K	﹤0.01%	669
2015 Q4	–	Sell	-1,600	Closed	-$30K	–	446
2015 Q3	$30K	Sell	1,600 -200	-11%	-$4.24K	0.02%	189
2015 Q2	$38K	Buy	+1,800	New	+$37.6K	0.02%	255

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

Summit Securities Group's UBS Position: Q3 2025 in Review

Summit Securities Group sold out of UBS Group (UBS) in Q3 2025, closing a stake of 2,919 shares — an estimated $98.7K sold.

Summit Securities Group first reported a position in UBS in Q2 2015 and held it in 7 quarters. The position peaked at $365K in Q1 2025. 620 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

Summit Securities Group reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
Summit Securities Group sold 2,919 UBS Group shares in Q3 2025, an estimated $98.7K.
Summit Securities Group first reported a position in UBS Group in Q2 2015 and held it in 7 quarters.
Summit Securities Group's UBS Group position peaked at $365K in Q1 2025.
620 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.