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Alaethes Wealth’s UBS Group UBS Stock Holding History

Alaethes Wealth’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 		$2.73M Buy
69,843
+117
+0.2% +$5.01K 0.78% 36
2025
Q4 		$3.23M Sell
69,726
-331
-0.5% -$13.4K 0.91% 26
2025
Q3 		$2.87M Sell
70,057
-5,069
-7% -$197K 0.81% 32
2025
Q2 		$2.54M Buy
75,126
+2,305
+3% +$71.3K 0.76% 40
2025
Q1 		$2.23M Buy
72,821
+1,078
+2% +$36K 0.82% 40
2024
Q4 		$2.18M Buy
71,743
+632
+0.9% +$20K 0.78% 40
2024
Q3 		$2.2M Sell
71,111
-4,546
-6% -$137K 0.81% 34
2024
Q2 		$2.23M Buy
75,657
+920
+1% +$27.3K 0.92% 29
2024
Q1 		$2.3M Sell
74,737
-623
-0.8% -$18.4K 1% 30
2023
Q4 		$2.33M Sell
75,360
-377
-0.5% -$9.91K 1.1% 22
2023
Q3 		$1.87M Sell
75,737
-4,025
-5% -$94K 1.02% 26
2023
Q2 		$1.62M Buy
79,762
+1,044
+1% +$21K 0.89% 37
2023
Q1 		$1.68M Buy
78,718
+4,387
+6% +$91.5K 0.98% 25
2022
Q4 		$1.39M Sell
74,331
-6,782
-8% -$115K 0.95% 38
2022
Q3 		$1.18M Buy
81,113
+4,451
+6% +$71.3K 0.87% 37
2022
Q2 		$1.24M Buy
+76,662
New +$1.34M 0.92% 33

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

Alaethes Wealth's UBS Position: Q1 2026 in Review

Alaethes Wealth increased its UBS Group (UBS) stake by 0.17% in Q1 2026, buying an estimated $5.01K and bringing the position to 69,843 shares worth $2.73M. The position accounts for 0.78% of the portfolio, ranked #36.

Alaethes Wealth first reported a position in UBS in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.23M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Alaethes Wealth held 69,843 shares of UBS Group worth $2.73M as of Q1 2026.
  • Alaethes Wealth bought 117 UBS Group shares in Q1 2026, an estimated $5.01K.
  • UBS Group made up 0.78% of Alaethes Wealth's portfolio in Q1 2026, its #36 holding.
  • Alaethes Wealth first reported a position in UBS Group in Q2 2022 and has held it in 16 quarters since.
  • Alaethes Wealth's UBS Group position peaked at $3.23M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.