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Sustainable Insight Capital Management’s UBS Group UBS Stock Holding History

Sustainable Insight Capital 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
2025
Q2 		– Sell
-154,375
Closed -$4.69M – 81
2025
Q1 		$4.69M Buy
+154,375
New +$5.15M 2.34% 18

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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Sustainable Insight Capital Management's UBS Position: Q2 2025 in Review

Sustainable Insight Capital Management sold out of UBS Group (UBS) in Q2 2025, closing a stake of 154,375 shares — an estimated $4.69M sold.

Sustainable Insight Capital Management first reported a position in UBS in Q1 2025 and held it in 1 quarter. The position peaked at $4.69M in Q1 2025. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

  • Sustainable Insight Capital Management reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 154,375 UBS Group shares in Q2 2025, an estimated $4.69M.
  • Sustainable Insight Capital Management first reported a position in UBS Group in Q1 2025 and held it in 1 quarter.
  • Sustainable Insight Capital Management's UBS Group position peaked at $4.69M in Q1 2025.
  • 596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.