AlphaCore Capital’s UBS Group UBS Stock Holding History

AlphaCore Capital’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	-17,958	Closed	-$832K	–	1504
2025 Q4	$832K	Sell	17,958 -3,092	-15%	-$125K	0.02%	458
2025 Q3	$863K	Buy	21,050 +18,973	+913%	+$737K	0.03%	325
2025 Q2	$70.2K	Buy	+2,077	New	+$64.3K	﹤0.01%	776
2020 Q2	–	Sell	-197	Closed	-$2K	–	290
2020 Q1	$2K	Buy	+197	New	+$2.27K	﹤0.01%	307

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

AlphaCore Capital's UBS Position: Q1 2026 in Review

AlphaCore Capital sold out of UBS Group (UBS) in Q1 2026, closing a stake of 17,958 shares — an estimated $832K sold.

AlphaCore Capital first reported a position in UBS in Q1 2020 and held it in 4 quarters. The position peaked at $863K in Q3 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

AlphaCore Capital reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
AlphaCore Capital sold 17,958 UBS Group shares in Q1 2026, an estimated $832K.
AlphaCore Capital first reported a position in UBS Group in Q1 2020 and held it in 4 quarters.
AlphaCore Capital's UBS Group position peaked at $863K in Q3 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.