TOL TOLL BROTHERS INC

Ownership history in UBS Group AG  ·  79 quarters on record

AI Ownership Summary

UBS Group AG reported TOLL BROTHERS INC (TOL) in 79 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows TOL at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TOL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in TOLL BROTHERS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TOL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How UBS Group AG held TOL — position size vs. price
% of Fund (quarterly)    TOL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 25 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 388,409 -174,626 -31.0% 0.01% $52.5M 2026-02-14 (Est.) $166.12
2025 Q3 ADDED 563,035 +543,035 +2715.2% 0.01% $77.8M 2025-11-13 $131.65
2025 Q3 UNCHANGED 20,000 0% 0.00% $2.8M 2025-11-13 $131.65
2025 Q2 REDUCED 20,000 -1,193,357 -98.4% 0.00% $2.3M 2025-08-14 $130.51
2025 Q2 ADDED 1,213,357 +1,208,357 +24167.1% 0.02% $138.5M 2025-08-14 $130.51
2025 Q1 REDUCED 5,000 -1,232,776 -99.6% 0.00% $528K 2025-05-13 $108.72
2025 Q1 ADDED 1,237,776 +1,234,976 +44106.3% 0.02% $130.7M 2025-05-13 $108.72
2024 Q4 REDUCED 2,800 -790,248 -99.6% 0.00% $353K 2025-02-14 $122.58
2024 Q4 ADDED 793,048 +750,248 +1752.9% 0.02% $99.9M 2025-02-14 $122.58
2024 Q4 ADDED 42,800 +40,000 +1428.6% 0.00% $5.4M 2025-02-14 $122.58
2024 Q3 REDUCED 2,800 -421,866 -99.3% 0.00% $433K 2024-11-14 $152.12
2024 Q3 ADDED 424,666 +421,866 +15066.6% 0.01% $65.6M 2024-11-14 $152.12
2024 Q3 UNCHANGED 2,800 0% 0.00% $433K 2024-11-14 $152.12
2024 Q2 UNCHANGED 2,800 0% 0.00% $323K 2024-08-14 $125.28
2024 Q2 REDUCED 2,800 -393,954 -99.3% 0.00% $323K 2024-08-14 $125.28
2024 Q2 ADDED 396,754 +380,954 +2411.1% 0.01% $45.7M 2024-08-14 $125.28
2024 Q1 UNCHANGED 15,800 0% 0.00% $2.0M 2024-05-13 $124.40
2024 Q1 REDUCED 15,800 -384,151 -96.0% 0.00% $2.0M 2024-05-13 $124.40
2024 Q1 ADDED 399,951 +397,151 +14184.0% 0.01% $51.7M 2024-05-13 $124.40
2023 Q4 REDUCED 2,800 -282,813 -99.0% 0.00% $288K 2024-02-09 $99.43
2023 Q4 ADDED 285,613 +267,813 +1504.6% 0.01% $29.4M 2024-02-09 $99.43
2023 Q4 REDUCED 17,800 -198,514 -91.8% 0.00% $1.8M 2024-02-09 $99.43
2023 Q3 ADDED 216,314 +213,514 +7625.5% 0.01% $16.0M 2023-11-09 $77.03
2023 Q3 UNCHANGED 2,800 0% 0.00% $207K 2023-11-09 $77.03
2023 Q3 REDUCED 2,800 -197,200 -98.6% 0.00% $207K 2023-11-09 $77.03
54 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About UBS Group AG and TOL

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning TOL?

UBS Group AG reported TOL across 25 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported TOL position in UBS Group AG's portfolio?

The largest reported portfolio weight for TOL was 0.02% in 2025 Q1.

What is the latest reported TOL position on this page?

The most recent filing on this page is 2025 Q4, when UBS Group AG reported 388,409 shares, equal to 0.01% of portfolio, with an estimated market value of $52.5M.

What does the chart on this TOL ownership page compare?

The chart compares UBS Group AG's quarterly TOL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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