United Services Automobile Association’s UBS Group UBS Stock Holding History

United Services Automobile Association’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-110,504	Closed	-$3.5M	–	959
2025 Q1	$3.5M	Hold	110,504	–	–	0.11%	110
2024 Q4	$2.77M	Hold	110,504	–	–	0.09%	130
2024 Q3	$3.4M	Sell	110,504 -13,733	-11%	-$413K	0.09%	113
2024 Q2	$3.66M	Buy	124,237 +2,141	+2%	+$63.6K	0.09%	114
2024 Q1	$3.76M	Hold	122,096	–	–	0.09%	107
2023 Q4	$3.79M	Buy	122,096 +11,849	+11%	+$312K	0.08%	122
2023 Q3	$2.73M	Buy	110,247 +15,561	+16%	+$363K	0.07%	136
2023 Q2	$1.91M	Sell	94,686 -1,194	-1%	-$24K	0.05%	154
2023 Q1	$2.02M	Sell	95,880 -59,868	-38%	-$1.25M	0.06%	154
2022 Q4	$2.9M	Sell	155,748 -12,734	-8%	-$217K	0.07%	172
2022 Q3	$2.47M	Buy	168,482 +9,887	+6%	+$158K	0.07%	175
2022 Q2	$2.56M	Buy	+158,595	New	+$2.78M	0.07%	177

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

United Services Automobile Association's UBS Position: Q2 2025 in Review

United Services Automobile Association sold out of UBS Group (UBS) in Q2 2025, closing a stake of 110,504 shares — an estimated $3.5M sold.

United Services Automobile Association first reported a position in UBS in Q2 2022 and held it in 12 quarters. The position peaked at $3.79M in Q4 2023. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

United Services Automobile Association reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 110,504 UBS Group shares in Q2 2025, an estimated $3.5M.
United Services Automobile Association first reported a position in UBS Group in Q2 2022 and held it in 12 quarters.
United Services Automobile Association's UBS Group position peaked at $3.79M in Q4 2023.
596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.