Wayfinding Financial’s UBS Group UBS Stock Holding History

Wayfinding Financial’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	-3,292	Closed	-$100K	–	668
2025 Q1	$100K	Buy	+3,292	New	+$110K	0.04%	229

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

Wayfinding Financial's UBS Position: Q2 2025 in Review

Wayfinding Financial sold out of UBS Group (UBS) in Q2 2025, closing a stake of 3,292 shares — an estimated $100K sold.

Wayfinding Financial first reported a position in UBS in Q1 2025 and held it in 1 quarter. The position peaked at $100K in Q1 2025. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

Wayfinding Financial reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 3,292 UBS Group shares in Q2 2025, an estimated $100K.
Wayfinding Financial first reported a position in UBS Group in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's UBS Group position peaked at $100K in Q1 2025.
596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.