AWP
UBS icon

Abacus Wealth Partners’s UBS Group UBS Stock Holding History

Abacus Wealth Partners’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 		$1.46M Sell
37,369
-7,167
-16% -$307K 0.13% 64
2025
Q4 		$2.06M Buy
+44,536
New +$1.8M 0.2% 40

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

Abacus Wealth Partners's UBS Position: Q1 2026 in Review

Abacus Wealth Partners reduced its UBS Group (UBS) stake by 16% in Q1 2026, selling an estimated $307K and leaving 37,369 shares worth $1.46M. The position accounts for 0.13% of the portfolio, ranked #64.

Abacus Wealth Partners first reported a position in UBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.06M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Abacus Wealth Partners held 37,369 shares of UBS Group worth $1.46M as of Q1 2026.
  • Abacus Wealth Partners sold 7,167 UBS Group shares in Q1 2026, an estimated $307K.
  • UBS Group made up 0.13% of Abacus Wealth Partners's portfolio in Q1 2026, its #64 holding.
  • Abacus Wealth Partners first reported a position in UBS Group in Q4 2025 and has held it in 2 quarters since.
  • Abacus Wealth Partners's UBS Group position peaked at $2.06M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.