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TownSquare Capital’s UBS Group UBS Stock Holding History

TownSquare Capital’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
-46,727
Closed -$1.43M – 1532
2025
Q1 		$1.43M Sell
46,727
-9,773
-17% -$326K 0.02% 709
2024
Q4 		$1.71M Buy
56,500
+4,967
+10% +$157K 0.02% 610
2024
Q3 		$1.59M Buy
51,533
+14,794
+40% +$445K 0.02% 605
2024
Q2 		$1.09M Buy
36,739
+1,399
+4% +$41.6K 0.01% 657
2024
Q1 		$1.09M Buy
35,340
+2,638
+8% +$77.9K 0.02% 638
2023
Q4 		$1.01M Buy
32,702
+1,844
+6% +$48.5K 0.02% 593
2023
Q3 		$761K Sell
30,858
-1,169
-4% -$27.3K 0.01% 635
2023
Q2 		$649K Buy
32,027
+5,322
+20% +$107K 0.01% 674
2023
Q1 		$570K Buy
26,705
+1,497
+6% +$31.2K 0.01% 635
2022
Q4 		$471K Buy
25,208
+13,875
+122% +$236K 0.01% 656
2022
Q3 		$164K Buy
11,333
+219
+2% +$3.51K ﹤0.01% 711
2022
Q2 		$180K Sell
11,114
-369
-3% -$6.47K 0.01% 671
2022
Q1 		$224K Sell
11,483
-172
-1% -$3.25K 0.01% 650
2021
Q4 		$208K Buy
+11,655
New +$205K 0.01% 675

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 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
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

TownSquare Capital's UBS Position: Q2 2025 in Review

TownSquare Capital sold out of UBS Group (UBS) in Q2 2025, closing a stake of 46,727 shares — an estimated $1.43M sold.

TownSquare Capital first reported a position in UBS in Q4 2021 and held it in 14 quarters. The position peaked at $1.71M in Q4 2024. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

  • TownSquare Capital reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 46,727 UBS Group shares in Q2 2025, an estimated $1.43M.
  • TownSquare Capital first reported a position in UBS Group in Q4 2021 and held it in 14 quarters.
  • TownSquare Capital's UBS Group position peaked at $1.71M in Q4 2024.
  • 596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.