AlTi Global’s UBS Group UBS Stock Holding History

AlTi Global’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	-4,437	Closed	-$205K	–	478
2025 Q4	$205K	Buy	+4,437	New	+$179K	﹤0.01%	435

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

AlTi Global's UBS Position: Q1 2026 in Review

AlTi Global sold out of UBS Group (UBS) in Q1 2026, closing a stake of 4,437 shares — an estimated $205K sold.

AlTi Global first reported a position in UBS in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 687 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

AlTi Global reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
AlTi Global sold 4,437 UBS Group shares in Q1 2026, an estimated $205K.
AlTi Global first reported a position in UBS Group in Q4 2025 and held it in 1 quarter.
AlTi Global's UBS Group position peaked at $205K in Q4 2025.
687 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.