UBS Group
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UBS Group’s Clear Secure YOU Stock Holding History

UBS Group’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.3M Buy
790,846
+553,056
+233% +$22M 0.01% 1908
2025
Q4 		$8.34M Sell
237,790
-912,750
-79% -$31.1M ﹤0.01% 3482
2025
Q3 		$38.4M Sell
1,150,540
-236,931
-17% -$7.85M 0.01% 1895
2025
Q2 		$38.5M Buy
1,387,471
+230,650
+20% +$5.88M 0.01% 1750
2025
Q1 		$30M Buy
1,156,821
+98,724
+9% +$2.46M 0.01% 1954
2024
Q4 		$28.2M Buy
1,058,097
+960,766
+987% +$29M 0.01% 1970
2024
Q3 		$3.23M Buy
97,331
+25,864
+36% +$667K ﹤0.01% 3518
2024
Q2 		$1.34M Sell
71,467
-136,890
-66% -$2.48M ﹤0.01% 4143
2024
Q1 		$4.43M Buy
208,357
+89,071
+75% +$1.77M ﹤0.01% 3100
2023
Q4 		$2.46M Buy
119,286
+61,668
+107% +$1.2M ﹤0.01% 3579
2023
Q3 		$1.1M Buy
57,618
+3,211
+6% +$71.2K ﹤0.01% 3983
2023
Q2 		$1.26M Buy
54,407
+47,202
+655% +$1.17M ﹤0.01% 4011
2023
Q1 		$189K Buy
7,205
+3,954
+122% +$112K ﹤0.01% 5421
2022
Q4 		$89.2K Sell
3,251
-813
-20% -$22.4K ﹤0.01% 6211
2022
Q3 		$93K Sell
4,064
-1,152
-22% -$28.3K ﹤0.01% 5769
2022
Q2 		$104K Sell
5,216
-29,572
-85% -$798K ﹤0.01% 5407
2022
Q1 		$936K Sell
34,788
-3,314
-9% -$82.2K ﹤0.01% 4167
2021
Q4 		$1.2M Buy
38,102
+28,447
+295% +$1.05M ﹤0.01% 4226
2021
Q3 		$396K Buy
+9,655
New +$452K ﹤0.01% 4879

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VPM
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VCM
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DCP
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First Trust Advisors
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return