UBS AM
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UBS AM’s UBS Group UBS Stock Holding History

UBS AM’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 		– Sell
-257,886
Closed -$10.6M – 3336
2025
Q3 		$10.6M Sell
257,886
-70,408,568
-100% -$2.73B ﹤0.01% 1048
2025
Q2 		$2.39B Sell
70,666,454
-4,226,975
-6% -$131M 0.48% 33
2025
Q1 		$2.29B Buy
74,893,429
+1,363,149
+2% +$45.5M 0.59% 24
2024
Q4 		$2.23B Sell
73,530,280
-2,221,275
-3% -$70.4M 0.52% 27
2024
Q3 		$2.34B Sell
75,751,555
-13,291,573
-15% -$399M 0.6% 22
2024
Q2 		$2.63B Buy
+89,043,128
New +$2.65B 0.75% 17
2018
Q3 		– Sell
-730
Closed -$11.2K – 2826
2018
Q2 		$11.2K Buy
+730
New +$11.9K ﹤0.01% 2674

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

UBS AM's UBS Position: Q4 2025 in Review

UBS AM sold out of UBS Group (UBS) in Q4 2025, closing a stake of 257,886 shares — an estimated $10.6M sold.

UBS AM first reported a position in UBS in Q2 2018 and held it in 7 quarters. The position peaked at $2.63B in Q2 2024. 692 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

  • UBS AM reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
  • UBS AM sold 257,886 UBS Group shares in Q4 2025, an estimated $10.6M.
  • UBS AM first reported a position in UBS Group in Q2 2018 and held it in 7 quarters.
  • UBS AM's UBS Group position peaked at $2.63B in Q2 2024.
  • 692 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on UBS AM's 13F filing for Q4 2025, filed 13 Feb 2026.