UBS Group
ME

UBS Group’s 23andMe Holding Co ME Stock Holding History

UBS Group’s Portfolio ME Stock Details ME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,667
Closed -$41.2K – 11057
2024
Q4 		$41.2K Buy
12,667
+10,992
+656% +$47.7K ﹤0.01% 7419
2024
Q3 		$11.6K Sell
1,675
-10,570
-86% -$78.8K ﹤0.01% 7669
2024
Q2 		$95.8K Sell
12,245
-10,691
-47% -$102K ﹤0.01% 6187
2024
Q1 		$244K Buy
22,936
+5,460
+31% +$70.3K ﹤0.01% 5705
2023
Q4 		$319K Buy
17,476
+6,201
+55% +$107K ﹤0.01% 5452
2023
Q3 		$221K Sell
11,275
-29
-0.3% -$813 ﹤0.01% 5302
2023
Q2 		$396K Buy
11,304
+7,287
+181% +$290K ﹤0.01% 5020
2023
Q1 		$183K Sell
4,017
-2,945
-42% -$142K ﹤0.01% 5453
2022
Q4 		$301K Buy
6,962
+3,758
+117% +$219K ﹤0.01% 5129
2022
Q3 		$184K Buy
3,204
+822
+35% +$53.8K ﹤0.01% 5165
2022
Q2 		$118K Sell
2,382
-451
-16% -$26.1K ﹤0.01% 5300
2022
Q1 		$217K Buy
2,833
+1,298
+85% +$118K ﹤0.01% 5289
2021
Q4 		$205K Buy
1,535
+828
+117% +$153K ﹤0.01% 5668
2021
Q3 		$128K Buy
707
+607
+607% +$108K ﹤0.01% 5651
2021
Q2 		$23K Sell
100
-1,038
-91% -$216K ﹤0.01% 7201
2021
Q1 		$231K Sell
1,138
-694
-38% -$169K ﹤0.01% 5383
2020
Q4 		$419K Buy
+1,832
New +$410K ﹤0.01% 4742

Other funds holding ME

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group's ME Position: Q1 2025 in Review

UBS Group sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 12,667 shares — an estimated $41.2K sold.

UBS Group first reported a position in ME in Q4 2020 and held it in 17 quarters. The position peaked at $419K in Q4 2020. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • UBS Group reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 12,667 23andMe Holding Co shares in Q1 2025, an estimated $41.2K.
  • UBS Group first reported a position in 23andMe Holding Co in Q4 2020 and held it in 17 quarters.
  • UBS Group's 23andMe Holding Co position peaked at $419K in Q4 2020.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.