Wolff Wiese Magana’s UBS Group UBS Stock Holding History

Wolff Wiese Magana’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 Q4	–	Sell	-228	Closed	-$9.35K	–	997
2025 Q3	$9.35K	Buy	+228	New	+$8.86K	0.01%	458
2024 Q1	–	Sell	-4	Closed	-$124	–	747
2023 Q4	$124	Sell	4 -8	-67%	-$210	﹤0.01%	691
2023 Q3	$296	Hold	12	–	–	﹤0.01%	740
2023 Q2	$244	Buy	+12	New	+$241	﹤0.01%	754

Other funds holding UBS

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wolff Wiese Magana's UBS Position: Q4 2025 in Review

Wolff Wiese Magana sold out of UBS Group (UBS) in Q4 2025, closing a stake of 228 shares — an estimated $9.35K sold.

Wolff Wiese Magana first reported a position in UBS in Q2 2023 and held it in 4 quarters. The position peaked at $9.35K in Q3 2025. 691 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

Wolff Wiese Magana reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
Wolff Wiese Magana sold 228 UBS Group shares in Q4 2025, an estimated $9.35K.
Wolff Wiese Magana first reported a position in UBS Group in Q2 2023 and held it in 4 quarters.
Wolff Wiese Magana's UBS Group position peaked at $9.35K in Q3 2025.
691 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Wolff Wiese Magana's 13F filing for Q4 2025, filed 14 Jan 2026.