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Traub Capital Management’s UBS Group UBS Stock Holding History

Traub 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
Q3 		– Sell
-200
Closed -$6.76K – 504
2025
Q2 		$6.76K Buy
+200
New +$6.19K 0.01% 416

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
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
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Traub Capital Management's UBS Position: Q3 2025 in Review

Traub Capital Management sold out of UBS Group (UBS) in Q3 2025, closing a stake of 200 shares — an estimated $6.76K sold.

Traub Capital Management first reported a position in UBS in Q2 2025 and held it in 1 quarter. The position peaked at $6.76K in Q2 2025. 620 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • Traub Capital Management reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
  • Traub Capital Management sold 200 UBS Group shares in Q3 2025, an estimated $6.76K.
  • Traub Capital Management first reported a position in UBS Group in Q2 2025 and held it in 1 quarter.
  • Traub Capital Management's UBS Group position peaked at $6.76K in Q2 2025.
  • 620 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Traub Capital Management's 13F filing for Q3 2025, filed 30 Oct 2025.