UBS Group’s Phoenix Asia Holdings PHOE Stock Holding History

UBS Group’s Portfolio PHOE Stock Details PHOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,072	Closed	-$30.8K	–	11419
2026 Q1	$30.8K	Buy	2,072 +1,911	+1,187%	+$33K	﹤0.01%	7668
2025 Q4	$2.58K	Sell	161 -5,520	-97%	-$89.6K	﹤0.01%	9282
2025 Q3	$50.6K	Buy	5,681 +848	+18%	+$6.96K	﹤0.01%	7558
2025 Q2	$43.4K	Buy	+4,833	New	+$21.5K	﹤0.01%	7886

Other funds holding PHOE

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group's PHOE Position: Q2 2026 in Review

UBS Group sold out of Phoenix Asia Holdings (PHOE) in Q2 2026, closing a stake of 2,072 shares — an estimated $30.8K sold.

UBS Group first reported a position in PHOE in Q2 2025 and held it in 4 quarters. The position peaked at $50.6K in Q3 2025. 2 funds tracked by Wall St. Rank hold PHOE as of Q2 2026.

UBS Group reported no remaining Phoenix Asia Holdings position as of Q2 2026 after selling out during the quarter.
UBS Group sold 2,072 Phoenix Asia Holdings shares in Q2 2026, an estimated $30.8K.
UBS Group first reported a position in Phoenix Asia Holdings in Q2 2025 and held it in 4 quarters.
UBS Group's Phoenix Asia Holdings position peaked at $50.6K in Q3 2025.
2 funds tracked by Wall St. Rank held Phoenix Asia Holdings as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.