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Altman Advisors’s UBS Group UBS Stock Holding History

Altman 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 		$2.47M Sell
63,194
-6,770
-10% -$290K 1.02% 31
2025
Q4 		$3.24M Sell
69,964
-1,808
-3% -$73.1K 1.22% 23
2025
Q3 		$2.94M Sell
71,772
-53
-0.1% -$2.06K 1.13% 27
2025
Q2 		$2.43M Buy
71,825
+2,043
+3% +$63.2K 0.99% 36
2025
Q1 		$2.11M Buy
69,782
+948
+1% +$31.6K 0.97% 41
2024
Q4 		$2.09M Buy
68,834
+253
+0.4% +$8.02K 0.89% 42
2024
Q3 		$2.12M Buy
68,581
+669
+1% +$20.1K 0.94% 28
2024
Q2 		$2.01M Buy
67,912
+103
+0.2% +$3.06K 1.14% 28
2024
Q1 		$2.07M Buy
67,809
+1,048
+2% +$31K 1.01% 26
2023
Q4 		$2.06M Sell
66,761
-1,721
-3% -$45.3K 1.08% 22
2023
Q3 		$1.69M Buy
+68,482
New +$1.6M 1.05% 21
2023
Q1 		$1.3M Buy
74,058
+1,047
+1% +$21.8K 1.19% 33
2022
Q4 		$1.49M Sell
73,011
-5,294
-7% -$90K 0.92% 34
2022
Q3 		$1.14M Sell
78,305
-2,106
-3% -$33.7K 0.72% 55
2022
Q2 		$1.28M Buy
80,411
+6,262
+8% +$110K 0.73% 60
2022
Q1 		$1.45M Buy
+74,149
New +$1.4M 0.75% 45

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

Altman Advisors's UBS Position: Q1 2026 in Review

Altman Advisors reduced its UBS Group (UBS) stake by 9.7% in Q1 2026, selling an estimated $290K and leaving 63,194 shares worth $2.47M. The position accounts for 1.02% of the portfolio, ranked #31.

Altman Advisors first reported a position in UBS in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.24M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Altman Advisors held 63,194 shares of UBS Group worth $2.47M as of Q1 2026.
  • Altman Advisors sold 6,770 UBS Group shares in Q1 2026, an estimated $290K.
  • UBS Group made up 1.02% of Altman Advisors's portfolio in Q1 2026, its #31 holding.
  • Altman Advisors first reported a position in UBS Group in Q1 2022 and has held it in 16 quarters since.
  • Altman Advisors's UBS Group position peaked at $3.24M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.