UBS Group’s US Steel X Stock Holding History

UBS Group’s Portfolio X Stock Details X Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-748,400	Closed	-$31.6M	–	10892
2025 Q1	$31.6M	Sell	748,400 -18,300	-2%	-$692K	0.01%	1906
2024 Q4	$26.1M	Buy	766,700 +272,000	+55%	+$10M	﹤0.01%	2047
2024 Q3	$17.5M	Buy	494,700 +79,700	+19%	+$3.03M	﹤0.01%	1937
2024 Q2	$15.7M	Buy	415,000 +89,500	+27%	+$3.41M	﹤0.01%	1875
2024 Q1	$13.3M	Sell	325,500 -233,300	-42%	-$10.7M	﹤0.01%	2032
2023 Q4	$27.2M	Sell	558,800 -295,500	-35%	-$10.7M	0.01%	1370
2023 Q3	$27.7M	Buy	854,300 +571,000	+202%	+$16M	0.01%	1238
2023 Q2	$7.09M	Sell	283,300 -173,500	-38%	-$4.04M	﹤0.01%	2253
2023 Q1	$11.9M	Buy	456,800 +219,300	+92%	+$6.09M	﹤0.01%	1761
2022 Q4	$5.95M	Buy	237,500 +153,500	+183%	+$3.54M	﹤0.01%	2331
2022 Q3	$1.52M	Sell	84,000 -166,000	-66%	-$3.55M	﹤0.01%	3398
2022 Q2	$4.48M	Sell	250,000 -85,000	-25%	-$2.32M	﹤0.01%	2468
2022 Q1	$12.6M	Sell	335,000 -708,360	-68%	-$19.2M	﹤0.01%	1756
2021 Q4	$24.8M	Buy	1,043,360 +690,860	+196%	+$16.3M	0.01%	1434
2021 Q3	$7.74M	Sell	352,500 -34,800	-9%	-$870K	﹤0.01%	2245
2021 Q2	$9.29M	Buy	387,300 +184,800	+91%	+$4.55M	﹤0.01%	2105
2021 Q1	$5.3M	Buy	202,500 +14,000	+7%	+$276K	﹤0.01%	2527
2020 Q4	$3.16M	Sell	188,500 -1,453,225	-89%	-$18.1M	﹤0.01%	2929
2020 Q3	$12.1M	Buy	1,641,725 +1,551,725	+1,724%	+$11.8M	﹤0.01%	1528
2020 Q2	$650K	Sell	90,000 -125,050	-58%	-$976K	﹤0.01%	3925
2020 Q1	$1.36M	Sell	215,050 -74,950	-26%	-$628K	﹤0.01%	3100
2019 Q4	$3.31M	Sell	290,000 -212,400	-42%	-$2.64M	﹤0.01%	3028
2019 Q3	$5.8M	Buy	+502,400	New	+$6.47M	﹤0.01%	2235
2018 Q4	–	Sell	-230,652	Closed	-$7.03M	–	8340
2018 Q3	$7.03M	Buy	230,652 +74,082	+47%	+$2.39M	﹤0.01%	2062
2018 Q2	$5.44M	Buy	156,570 +122,648	+362%	+$4.39M	﹤0.01%	2267
2018 Q1	$1.19M	Buy	33,922 +322	+1%	+$12.7K	﹤0.01%	3573
2017 Q4	$1.18M	Buy	33,600 +900	+3%	+$26.2K	﹤0.01%	3643
2017 Q3	$839K	Sell	32,700 -300,560	-90%	-$7.36M	﹤0.01%	3840
2017 Q2	$7.38M	Buy	333,260 +289,465	+661%	+$6.87M	﹤0.01%	1789
2017 Q1	$1.48M	Sell	43,795 -84,005	-66%	-$2.99M	﹤0.01%	3204
2016 Q4	$4.22M	Buy	127,800 +121,365	+1,886%	+$3.24M	﹤0.01%	2248
2016 Q3	$121K	Sell	6,435 -2,691	-29%	-$55.5K	﹤0.01%	4885
2016 Q2	$154K	Sell	9,126 -126,574	-93%	-$2.13M	﹤0.01%	4721
2016 Q1	$2.18M	Buy	135,700 +62,400	+85%	+$622K	﹤0.01%	2597
2015 Q4	$585K	Sell	73,300 -37,800	-34%	-$372K	﹤0.01%	3823
2015 Q3	$1.16M	Buy	111,100 +93,400	+528%	+$1.56M	﹤0.01%	3221
2015 Q2	$365K	Sell	17,700 -98,700	-85%	-$2.42M	﹤0.01%	4376
2015 Q1	$2.84M	Sell	116,400 -95,600	-45%	-$2.27M	﹤0.01%	2603
2014 Q4	$5.67M	Buy	+212,000	New	+$7.07M	﹤0.01%	1994

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAWM

Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UBS Group's X Position: Q2 2025 in Review

UBS Group sold out of US Steel (X) in Q2 2025, closing a stake of 4,086,098 shares — an estimated $173M sold.

UBS Group first reported a position in X in Q4 2014 and held it in 42 quarters. The position peaked at $173M in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

UBS Group reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
UBS Group sold 4,086,098 US Steel shares in Q2 2025, an estimated $173M.
UBS Group first reported a position in US Steel in Q4 2014 and held it in 42 quarters.
UBS Group's US Steel position peaked at $173M in Q1 2025.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.