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	-178,700	Closed	-$7.55M	–	10894
2025 Q1	$7.55M	Sell	178,700 -2,768,700	-94%	-$105M	﹤0.01%	3353
2024 Q4	$100M	Buy	2,947,400 +957,300	+48%	+$35.3M	0.02%	924
2024 Q3	$70.3M	Buy	1,990,100 +17,400	+0.9%	+$662K	0.02%	929
2024 Q2	$74.6M	Sell	1,972,700 -218,900	-10%	-$8.35M	0.02%	799
2024 Q1	$89.4M	Sell	2,191,600 -1,986,900	-48%	-$90.9M	0.02%	708
2023 Q4	$203M	Buy	4,178,500 +93,900	+2%	+$3.41M	0.06%	329
2023 Q3	$133M	Buy	4,084,600 +240,300	+6%	+$6.74M	0.05%	398
2023 Q2	$96.1M	Sell	3,844,300 -60,000	-2%	-$1.4M	0.03%	513
2023 Q1	$102M	Sell	3,904,300 -730,500	-16%	-$20.3M	0.04%	454
2022 Q4	$116M	Buy	4,634,800 +150,000	+3%	+$3.46M	0.04%	433
2022 Q3	$81.3M	Buy	4,484,800 +75,000	+2%	+$1.6M	0.04%	501
2022 Q2	$79M	Sell	4,409,800 -950,000	-18%	-$26M	0.03%	529
2022 Q1	$202M	Buy	5,359,800 +1,328,500	+33%	+$35.9M	0.07%	293
2021 Q4	$96M	Buy	4,031,300 +1,800,000	+81%	+$42.4M	0.03%	618
2021 Q3	$49M	Buy	2,231,300 +460,000	+26%	+$11.5M	0.02%	878
2021 Q2	$42.5M	Buy	1,771,300 +468,100	+36%	+$11.5M	0.01%	954
2021 Q1	$34.1M	Sell	1,303,200 -691,800	-35%	-$13.7M	0.01%	1077
2020 Q4	$33.5M	Buy	1,995,000 +1,645,000	+470%	+$20.4M	0.01%	1019
2020 Q3	$2.57M	Sell	350,000 -500,000	-59%	-$3.79M	﹤0.01%	2814
2020 Q2	$6.14M	Sell	850,000 -220,600	-21%	-$1.72M	﹤0.01%	1887
2020 Q1	$6.75M	Sell	1,070,600 -382,200	-26%	-$3.2M	﹤0.01%	1679
2019 Q4	$16.6M	Sell	1,452,800 -173,700	-11%	-$2.16M	0.01%	1507
2019 Q3	$18.8M	Buy	1,626,500 +987,400	+154%	+$12.7M	0.01%	1290
2019 Q2	$9.79M	Buy	639,100 +439,100	+220%	+$6.77M	﹤0.01%	1771
2019 Q1	$3.9M	Sell	200,000 -380,000	-66%	-$8.08M	﹤0.01%	2405
2018 Q4	$10.6M	Buy	580,000 +480,000	+480%	+$12M	﹤0.01%	1527
2018 Q3	$3.05M	Sell	100,000 -200,000	-67%	-$6.45M	﹤0.01%	2811
2018 Q2	$10.4M	Buy	300,000 +200,000	+200%	+$7.15M	﹤0.01%	1715
2018 Q1	$3.52M	Sell	100,000 -600,000	-86%	-$23.6M	﹤0.01%	2630
2017 Q4	$24.6M	Hold	700,000	–	–	0.01%	1055
2017 Q3	$18M	Buy	700,000 +40,000	+6%	+$979K	0.01%	1164
2017 Q2	$14.6M	Buy	660,000 +36,600	+6%	+$868K	0.01%	1253
2017 Q1	$21.1M	Sell	623,400 -317,200	-34%	-$11.3M	0.01%	1004
2016 Q4	$31M	Buy	940,600 +12,000	+1%	+$321K	0.02%	767
2016 Q3	$17.5M	Sell	928,600 -398,500	-30%	-$8.23M	0.01%	1058
2016 Q2	$22.4M	Buy	1,327,100 +252,500	+23%	+$4.24M	0.01%	875
2016 Q1	$17.2M	Sell	1,074,600 -147,300	-12%	-$1.47M	0.01%	983
2015 Q4	$9.75M	Sell	1,221,900 -320,500	-21%	-$3.15M	0.01%	1420
2015 Q3	$16.1M	Sell	1,542,400 -1,301,400	-46%	-$21.8M	0.01%	1044
2015 Q2	$58.6M	Buy	2,843,800 +715,700	+34%	+$17.6M	0.04%	466
2015 Q1	$51.9M	Sell	2,128,100 -184,100	-8%	-$4.37M	0.04%	490
2014 Q4	$61.8M	Buy	+2,312,200	New	+$77.1M	0.04%	453

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.