Washington Trust’s UBS Group UBS Stock Holding History

Washington Trust’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	-1,374	Closed	-$42.1K	–	689
2025 Q1	$42.1K	Sell	1,374 -578	-30%	-$19.3K	﹤0.01%	427
2024 Q4	$59.2K	Hold	1,952	–	–	﹤0.01%	416
2024 Q3	$60.3K	Hold	1,952	–	–	﹤0.01%	431
2024 Q2	$57.7K	Hold	1,952	–	–	﹤0.01%	429
2024 Q1	$60K	Hold	1,952	–	–	﹤0.01%	430
2023 Q4	$60.3K	Hold	1,952	–	–	﹤0.01%	398
2023 Q3	$48.1K	Buy	+1,952	New	+$45.6K	﹤0.01%	400

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

Washington Trust's UBS Position: Q2 2025 in Review

Washington Trust sold out of UBS Group (UBS) in Q2 2025, closing a stake of 1,374 shares — an estimated $42.1K sold.

Washington Trust first reported a position in UBS in Q3 2023 and held it in 7 quarters. The position peaked at $60.3K in Q3 2024. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

Washington Trust reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 1,374 UBS Group shares in Q2 2025, an estimated $42.1K.
Washington Trust first reported a position in UBS Group in Q3 2023 and held it in 7 quarters.
Washington Trust's UBS Group position peaked at $60.3K in Q3 2024.
596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.