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American Trust Investment Advisors’s UBS Group UBS Stock Holding History

American Trust Investment 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 		$635K Buy
16,260
+4,965
+44% +$212K 0.35% 49
2025
Q4 		$523K Hold
11,295
– – 0.28% 48
2025
Q3 		$463K Hold
11,295
– – 0.24% 51
2025
Q2 		$382K Hold
11,295
– – 0.19% 57
2025
Q1 		$346K Sell
11,295
-45
-0.4% -$1.5K 0.14% 87
2024
Q4 		$344K Hold
11,340
– – 0.14% 89
2024
Q3 		$351K Sell
11,340
-1,440
-11% -$43.3K 0.14% 94
2024
Q2 		$378K Hold
12,780
– – 0.18% 66
2024
Q1 		$393K Hold
12,780
– – 0.19% 63
2023
Q4 		$395K Sell
12,780
-2,235
-15% -$58.8K 0.21% 59
2023
Q3 		$370K Hold
15,015
– – 0.2% 61
2023
Q2 		$304K Sell
15,015
-2,025
-12% -$40.7K 0.17% 68
2023
Q1 		$364K Hold
17,040
– – 0.22% 62
2022
Q4 		$318K Sell
17,040
-3,560
-17% -$60.5K 0.2% 60
2022
Q3 		$299K Hold
20,600
– – 0.19% 64
2022
Q2 		$334K Hold
20,600
– – 0.21% 63
2022
Q1 		$403K Hold
20,600
– – 0.21% 64
2021
Q4 		$368K Sell
20,600
-4,110
-17% -$72.4K 0.18% 65
2021
Q3 		$394K Buy
+24,710
New +$400K 0.22% 59
2020
Q1 		– Sell
-19,845
Closed -$250K – 75
2019
Q4 		$250K Hold
19,845
– – 0.18% 65
2019
Q3 		$224K Hold
19,845
– – 0.17% 70
2019
Q2 		$235K Buy
+19,845
New +$243K 0.18% 66
2016
Q4 		– Sell
-10,240
Closed -$139K – 81
2016
Q3 		$139K Hold
10,240
– – 0.14% 66
2016
Q2 		$133K Sell
10,240
-320
-3% -$4.89K 0.14% 65
2016
Q1 		$169K Hold
10,560
– – 0.17% 63
2015
Q4 		$205K Sell
10,560
-570
-5% -$11.1K 0.23% 64
2015
Q3 		$206K Buy
+11,130
New +$236K 0.24% 61

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

American Trust Investment Advisors's UBS Position: Q1 2026 in Review

American Trust Investment Advisors increased its UBS Group (UBS) stake by 44% in Q1 2026, buying an estimated $212K and bringing the position to 16,260 shares worth $635K. The position accounts for 0.35% of the portfolio, ranked #49.

American Trust Investment Advisors first reported a position in UBS in Q3 2015 and has held it in 27 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • American Trust Investment Advisors held 16,260 shares of UBS Group worth $635K as of Q1 2026.
  • American Trust Investment Advisors bought 4,965 UBS Group shares in Q1 2026, an estimated $212K.
  • UBS Group made up 0.35% of American Trust Investment Advisors's portfolio in Q1 2026, its #49 holding.
  • American Trust Investment Advisors first reported a position in UBS Group in Q3 2015 and has held it in 27 quarters since.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on American Trust Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.