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Susquehanna Advisors Group’s UBS Group UBS Stock Holding History

Susquehanna Advisors 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
Q4 		– Sell
-65,200
Closed -$2.67M – 222
2025
Q3 		$2.67M Buy
+65,200
New +$2.53M 0.04% 89
2025
Q1 		– Sell
-343,700
Closed -$10.4M – 127
2024
Q4 		$10.4M Buy
+343,700
New +$10.9M 0.3% 55

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

Susquehanna Advisors Group's UBS Position: Q4 2025 in Review

Susquehanna Advisors Group sold out of UBS Group (UBS) in Q4 2025, closing a stake of 65,200 shares — an estimated $2.67M sold.

Susquehanna Advisors Group first reported a position in UBS in Q4 2024 and held it in 2 quarters. The position peaked at $10.4M in Q4 2024. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

  • Susquehanna Advisors Group reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
  • Susquehanna Advisors Group sold 65,200 UBS Group shares in Q4 2025, an estimated $2.67M.
  • Susquehanna Advisors Group first reported a position in UBS Group in Q4 2024 and held it in 2 quarters.
  • Susquehanna Advisors Group's UBS Group position peaked at $10.4M in Q4 2024.
  • 690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Susquehanna Advisors Group's 13F filing for Q4 2025, filed 17 Feb 2026.