UBS UBS GROUP AG

Ownership history in Systrade AG  ·  7 quarters on record

This page tracks every 13F SEC filing in which Systrade AG reported a position in UBS GROUP AG (UBS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
31.08% (2024 Q3)
Avg. % of fund
20.42%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 625,000 0% 17.78% $29.1M $46.31
2025 Q3 UNCHANGED 625,000 0% 18.84% $25.5M $41.00
2025 Q2 ADDED 625,000 +30,000 +5.0% 23.71% $20.9M $33.82
2025 Q1 ADDED 595,000 +100,000 +20.2% 25.18% $18.1M $29.66
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% of Fund (quarterly)    UBS price (monthly, adj. close)
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