Tucker Asset Management’s UBS Group UBS Stock Holding History

Tucker Asset 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 Q4	$9.03K	Buy	+195	New	+$7.88K	﹤0.01%	593
2025 Q1	–	Sell	-4	Closed	-$121	–	890
2024 Q4	$121	Hold	4	–	–	﹤0.01%	1474
2024 Q3	$124	Hold	4	–	–	﹤0.01%	1393
2024 Q2	$118	Hold	4	–	–	﹤0.01%	1594
2024 Q1	$123	Hold	4	–	–	﹤0.01%	1565
2023 Q4	$124	Sell	4 -40	-91%	-$1.05K	﹤0.01%	1393
2023 Q3	$1.08K	Hold	44	–	–	﹤0.01%	1159
2023 Q2	$892	Buy	+44	New	+$885	﹤0.01%	986

Other funds holding UBS

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

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Tucker Asset Management's UBS Position: Q4 2025 in Review

Tucker Asset Management opened a new position in UBS Group (UBS) in Q4 2025: 195 shares worth $9.03K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in UBS as recently as Q4 2024.

Tucker Asset Management first reported a position in UBS in Q2 2023 and has held it in 8 quarters since. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

Tucker Asset Management held 195 shares of UBS Group worth $9.03K as of Q4 2025.
UBS Group was a new Tucker Asset Management position in Q4 2025.
UBS Group made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #593 holding.
Tucker Asset Management first reported a position in UBS Group in Q2 2023 and has held it in 8 quarters since.
690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.