Transce3nd’s UBS Group UBS Stock Holding History

Transce3nd’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 Q3	–	Sell	-305	Closed	-$10.3K	–	1081
2025 Q2	$10.3K	Hold	305	–	–	﹤0.01%	562
2025 Q1	$9.34K	Hold	305	–	–	﹤0.01%	576
2024 Q4	$9.25K	Buy	+305	New	+$9.67K	﹤0.01%	773

Other funds holding UBS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Transce3nd's UBS Position: Q3 2025 in Review

Transce3nd sold out of UBS Group (UBS) in Q3 2025, closing a stake of 305 shares — an estimated $10.3K sold.

Transce3nd first reported a position in UBS in Q4 2024 and held it in 3 quarters. The position peaked at $10.3K in Q2 2025. 620 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

Transce3nd reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 305 UBS Group shares in Q3 2025, an estimated $10.3K.
Transce3nd first reported a position in UBS Group in Q4 2024 and held it in 3 quarters.
Transce3nd's UBS Group position peaked at $10.3K in Q2 2025.
620 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.