1832 Asset Management
UBS icon

1832 Asset Management’s UBS Group UBS Stock Holding History

1832 Asset Management’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
2026
Q1 		– Sell
-45,500
Closed -$2.11M – 738
2025
Q4 		$2.11M Buy
45,500
+13,100
+40% +$529K ﹤0.01% 517
2025
Q3 		$1.33M Buy
+32,400
New +$1.26M ﹤0.01% 553
2024
Q2 		– Sell
-19,800
Closed -$608K – 978
2024
Q1 		$608K Sell
19,800
-559,511
-97% -$16.5M ﹤0.01% 605
2023
Q4 		$17.9M Buy
+579,311
New +$15.2M 0.03% 263

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

1832 Asset Management's UBS Position: Q1 2026 in Review

1832 Asset Management sold out of UBS Group (UBS) in Q1 2026, closing a stake of 45,500 shares — an estimated $2.11M sold.

1832 Asset Management first reported a position in UBS in Q4 2023 and held it in 4 quarters. The position peaked at $17.9M in Q4 2023. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • 1832 Asset Management reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • 1832 Asset Management sold 45,500 UBS Group shares in Q1 2026, an estimated $2.11M.
  • 1832 Asset Management first reported a position in UBS Group in Q4 2023 and held it in 4 quarters.
  • 1832 Asset Management's UBS Group position peaked at $17.9M in Q4 2023.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.