swisspartners Advisors’s UBS Group UBS Stock Holding History

swisspartners 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
2026 Q1	$535K	Hold	14,000	–	–	0.34%	19
2025 Q4	$652K	Hold	14,000	–	–	0.47%	18
2025 Q3	$573K	Hold	14,000	–	–	0.47%	16
2025 Q2	$473K	Sell	14,000 -52,277	-79%	-$1.62M	0.45%	19
2025 Q1	$1.78M	Buy	66,277 +52,277	+373%	+$1.74M	1.88%	15
2024 Q4	$388K	Hold	14,000	–	–	0.42%	22
2024 Q3	$365K	Hold	14,000	–	–	0.34%	26
2024 Q2	$370K	Hold	14,000	–	–	0.37%	26
2024 Q1	$388K	Hold	14,000	–	–	0.32%	24
2023 Q4	$365K	Hold	14,000	–	–	0.32%	25
2023 Q3	$318K	Hold	14,000	–	–	0.28%	26
2023 Q2	$283K	Hold	14,000	–	–	0.23%	26
2023 Q1	$295K	Hold	14,000	–	–	0.25%	25
2022 Q4	$261K	Hold	14,000	–	–	0.23%	25
2022 Q3	$205K	Hold	14,000	–	–	0.2%	25
2022 Q2	$233K	Hold	14,000	–	–	0.2%	23
2022 Q1	$275K	Hold	14,000	–	–	0.19%	25
2021 Q4	$256K	Hold	14,000	–	–	0.18%	28
2021 Q3	$225K	Buy	+14,000	New	+$227K	0.16%	26
2021 Q2	–	Sell	-14,000	Closed	-$217K	–	37
2021 Q1	$217K	Hold	14,000	–	–	0.19%	25
2020 Q4	$194K	Buy	+14,000	New	+$185K	0.17%	22

Other funds holding UBS

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

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

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