UBS Group
ALE

UBS Group’s Allete ALE Stock Holding History

UBS Group’s Portfolio ALE Stock Details ALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-402,934
Closed -$26.8M – 10455
2025
Q3 		$26.8M Sell
402,934
-109,200
-21% -$7.09M ﹤0.01% 2249
2025
Q2 		$32.8M Sell
512,134
-127,147
-20% -$8.26M 0.01% 1890
2025
Q1 		$42M Buy
639,281
+365,024
+133% +$23.9M 0.01% 1642
2024
Q4 		$17.8M Buy
274,257
+139,056
+103% +$8.97M ﹤0.01% 2454
2024
Q3 		$8.68M Sell
135,201
-26,336
-16% -$1.68M ﹤0.01% 2506
2024
Q2 		$10.1M Buy
161,537
+56,837
+54% +$3.5M ﹤0.01% 2207
2024
Q1 		$6.24M Sell
104,700
-8,870
-8% -$521K ﹤0.01% 2736
2023
Q4 		$6.95M Buy
113,570
+33,029
+41% +$1.85M ﹤0.01% 2424
2023
Q3 		$4.25M Sell
80,541
-2,457
-3% -$138K ﹤0.01% 2735
2023
Q2 		$4.81M Buy
82,998
+17,106
+26% +$1.06M ﹤0.01% 2631
2023
Q1 		$4.24M Sell
65,892
-14,075
-18% -$880K ﹤0.01% 2674
2022
Q4 		$5.16M Buy
79,967
+35,148
+78% +$2.09M ﹤0.01% 2473
2022
Q3 		$2.24M Sell
44,819
-4,049
-8% -$241K ﹤0.01% 3056
2022
Q2 		$2.87M Sell
48,868
-11,638
-19% -$711K ﹤0.01% 2832
2022
Q1 		$4.05M Sell
60,506
-36,429
-38% -$2.34M ﹤0.01% 2747
2021
Q4 		$6.43M Buy
96,935
+58,443
+152% +$3.66M ﹤0.01% 2564
2021
Q3 		$2.29M Buy
38,492
+576
+2% +$39K ﹤0.01% 3465
2021
Q2 		$2.65M Sell
37,916
-50,539
-57% -$3.52M ﹤0.01% 3304
2021
Q1 		$5.94M Buy
88,455
+10,091
+13% +$661K ﹤0.01% 2424
2020
Q4 		$4.85M Buy
78,364
+4,855
+7% +$275K ﹤0.01% 2476
2020
Q3 		$3.8M Buy
73,509
+34,523
+89% +$1.92M ﹤0.01% 2451
2020
Q2 		$2.13M Sell
38,986
-18,903
-33% -$1.07M ﹤0.01% 2812
2020
Q1 		$3.51M Sell
57,889
-48,562
-46% -$3.67M ﹤0.01% 2238
2019
Q4 		$8.64M Buy
106,451
+35,091
+49% +$2.9M ﹤0.01% 2087
2019
Q3 		$6.24M Buy
71,360
+38,364
+116% +$3.3M ﹤0.01% 2174
2019
Q2 		$2.75M Buy
32,996
+1,527
+5% +$126K ﹤0.01% 2859
2019
Q1 		$2.59M Sell
31,469
-22,356
-42% -$1.76M ﹤0.01% 2764
2018
Q4 		$4.1M Buy
53,825
+3,774
+8% +$292K ﹤0.01% 2337
2018
Q3 		$3.75M Buy
50,051
+9,310
+23% +$714K ﹤0.01% 2620
2018
Q2 		$3.15M Buy
40,741
+5,755
+16% +$431K ﹤0.01% 2748
2018
Q1 		$2.53M Buy
34,986
+353
+1% +$24.9K ﹤0.01% 2935
2017
Q4 		$2.58M Sell
34,633
-4,795
-12% -$373K ﹤0.01% 2977
2017
Q3 		$3.05M Buy
39,428
+9,044
+30% +$677K ﹤0.01% 2697
2017
Q2 		$2.18M Sell
30,384
-37,869
-55% -$2.69M ﹤0.01% 2937
2017
Q1 		$4.62M Buy
68,253
+30,619
+81% +$2.01M ﹤0.01% 2141
2016
Q4 		$2.42M Buy
37,634
+9,551
+34% +$584K ﹤0.01% 2752
2016
Q3 		$1.67M Buy
28,083
+5,779
+26% +$357K ﹤0.01% 3002
2016
Q2 		$1.44M Sell
22,304
-5,654
-20% -$326K ﹤0.01% 3051
2016
Q1 		$1.57M Sell
27,958
-124,544
-82% -$6.64M ﹤0.01% 2882
2015
Q4 		$7.75M Buy
152,502
+59,003
+63% +$2.99M 0.01% 1604
2015
Q3 		$4.72M Buy
93,499
+76,992
+466% +$3.73M ﹤0.01% 1970
2015
Q2 		$766K Buy
16,507
+165
+1% +$8.21K ﹤0.01% 3770
2015
Q1 		$863K Buy
16,342
+577
+4% +$31.7K ﹤0.01% 3701
2014
Q4 		$870K Buy
+15,765
New +$807K ﹤0.01% 3685

Other funds holding ALE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group's ALE Position: Q4 2025 in Review

UBS Group sold out of Allete (ALE) in Q4 2025, closing a stake of 402,934 shares — an estimated $26.8M sold.

UBS Group first reported a position in ALE in Q4 2014 and held it in 44 quarters. The position peaked at $42M in Q1 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • UBS Group reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 402,934 Allete shares in Q4 2025, an estimated $26.8M.
  • UBS Group first reported a position in Allete in Q4 2014 and held it in 44 quarters.
  • UBS Group's Allete position peaked at $42M in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.