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Addison Advisors’s UBS Group UBS Stock Holding History

Addison Advisors’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 		$27.8K Hold
711
– – 0.01% 507
2025
Q4 		$32.9K Sell
711
-167
-19% -$6.75K 0.01% 481
2025
Q3 		$36K Buy
878
+167
+23% +$6.49K 0.01% 458
2025
Q2 		$24K Buy
711
+76
+12% +$2.35K 0.01% 512
2025
Q1 		$19.5K Buy
635
+70
+12% +$2.33K 0.01% 508
2024
Q4 		$17.1K Buy
565
+140
+33% +$4.44K ﹤0.01% 519
2024
Q3 		$13.1K Sell
425
-153
-26% -$4.6K ﹤0.01% 562
2024
Q2 		$17.1K Buy
+578
New +$17.2K 0.01% 501

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

Addison Advisors's UBS Position: Q1 2026 in Review

Addison Advisors held its UBS Group (UBS) position steady in Q1 2026 at 711 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #507.

Addison Advisors first reported a position in UBS in Q2 2024 and has held it in 8 quarters since. The position peaked at $36K in Q3 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Addison Advisors held 711 shares of UBS Group worth $27.8K as of Q1 2026.
  • Addison Advisors left its UBS Group share count unchanged in Q1 2026.
  • UBS Group made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #507 holding.
  • Addison Advisors first reported a position in UBS Group in Q2 2024 and has held it in 8 quarters since.
  • Addison Advisors's UBS Group position peaked at $36K in Q3 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.