Wealthstream Advisors’s UBS Group UBS Stock Holding History

Wealthstream Advisors’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 Q3	$250K	Buy	+6,091	New	+$237K	0.04%	151

Other funds holding UBS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wealthstream Advisors's UBS Position: Q3 2025 in Review

Wealthstream Advisors opened a new position in UBS Group (UBS) in Q3 2025: 6,091 shares worth $250K. The stake represents 0.04% of the portfolio and ranks #151 among its holdings.

620 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

Wealthstream Advisors held 6,091 shares of UBS Group worth $250K as of Q3 2025.
UBS Group was a new Wealthstream Advisors position in Q3 2025.
UBS Group made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #151 holding.
620 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.