Thoroughbred Financial Services’s UBS Group UBS Stock Holding History

Thoroughbred Financial Services’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	-15,966	Closed	-$489K	–	699
2025 Q1	$489K	Hold	15,966	–	–	0.03%	426
2024 Q4	$484K	Hold	15,966	–	–	0.03%	410
2024 Q3	$493K	Sell	15,966 -50	-0.3%	-$1.5K	0.03%	397
2024 Q2	$473K	Buy	+16,016	New	+$476K	0.03%	392

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

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

Thoroughbred Financial Services's UBS Position: Q2 2025 in Review

Thoroughbred Financial Services sold out of UBS Group (UBS) in Q2 2025, closing a stake of 15,966 shares — an estimated $489K sold.

Thoroughbred Financial Services first reported a position in UBS in Q2 2024 and held it in 4 quarters. The position peaked at $493K in Q3 2024. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

Thoroughbred Financial Services reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
Thoroughbred Financial Services sold 15,966 UBS Group shares in Q2 2025, an estimated $489K.
Thoroughbred Financial Services first reported a position in UBS Group in Q2 2024 and held it in 4 quarters.
Thoroughbred Financial Services's UBS Group position peaked at $493K in Q3 2024.
596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Thoroughbred Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.